Windsor Capital Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Windsor Capital Management, LLC
- $313 Million
- Q2 2024
A detailed history of Windsor Capital Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Windsor Capital Management, LLC holds 257,957 shares of SPSM stock, worth $11.6 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
257,957
Previous 252,125
2.31%
Holding current value
$11.6 Million
Previous $10.9 Million
1.28%
% of portfolio
3.43%
Previous 3.48%
Shares
26 transactions
Others Institutions Holding SPSM
# of Institutions
846Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio