Bartlett & Co. Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,542 shares of SPSM stock, worth $70,253. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,542
Previous 1,542
-0.0%
Holding current value
$70,253
Previous $65.7 Million
99.89%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares 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