Hofer & Associates. Inc Spdr Portfolio S&P 600 Small C Transaction History
Hofer & Associates. Inc
- $179 Million
- Q4 2025
A detailed history of Hofer & Associates. Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Hofer & Associates. Inc holds 111,889 shares of SPSM stock, worth $5.1 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
111,889
Previous 108,521
3.1%
Holding current value
$5.1 Million
Previous $5.03 Million
1.41%
% of portfolio
2.84%
Previous 3.01%
Shares
17 transactions
Others Institutions Holding SPSM
# of Institutions
1,008Shares Held
205MCall 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