Wealthcare Advisory Partners LLC Spdr Portfolio S&P 600 Small C Transaction History
Wealthcare Advisory Partners LLC
- $4.56 Billion
- Q3 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 1,643,666 shares of SPSM stock, worth $74.9 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
1,643,666
Previous 1,629,859
0.85%
Holding current value
$74.9 Million
Previous $69.4 Million
9.65%
% of portfolio
1.67%
Previous 1.66%
Shares
31 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
206MCall 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