Warren Street Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Warren Street Wealth Advisors, LLC
- $324 Million
- Q3 2025
A detailed history of Warren Street Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 152,965 shares of SPSM stock, worth $6.97 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
152,965
Previous 137,651
11.13%
Holding current value
$6.97 Million
Previous $5.86 Million
20.84%
% of portfolio
2.19%
Previous 2.01%
Shares
15 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio