Windsor Capital Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Windsor Capital Management, LLC
- $356 Million
- Q3 2025
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 297,198 shares of SPSM stock, worth $13.7 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
297,198
Previous 288,546
3.0%
Holding current value
$13.7 Million
Previous $12.3 Million
11.99%
% of portfolio
3.86%
Previous 3.64%
Shares
31 transactions
Others Institutions Holding SPSM
# of Institutions
968Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$812 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$289 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$283 Million0.05% of portfolio