Wbh Advisory Inc Spdr Portfolio S&P 600 Small C Transaction History
Wbh Advisory Inc
- $1.07 Billion
- Q4 2024
A detailed history of Wbh Advisory Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wbh Advisory Inc holds 290,140 shares of SPSM stock, worth $11.3 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
290,140
Previous 287,386
0.96%
Holding current value
$11.3 Million
Previous $13.1 Million
0.34%
% of portfolio
1.22%
Previous 1.25%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$228 Million3.64% of portfolio