Worth Financial Advisory Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,958 shares of SPSM stock, worth $623,957. This represents 0.41% of its overall portfolio holdings.
Number of Shares
15,958
Previous 17,882
10.76%
Holding current value
$623,957
Previous $803 Million
19.02%
% of portfolio
0.41%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
965Shares Held
206MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$865 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$822 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$632 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$255 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$229 Million3.64% of portfolio