Heartwood Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 06, 2025	BUY	$42.26 - $47.16 $142,542 - $159,070	3,373 New	3,373 $156,000
Q4 2022 Jan 12, 2023	BUY	$34.79 - $39.85 $635,300 - $727,700	18,261 New	18,261 $0

Others Institutions Holding SPSM

# of Institutions

1,008

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$1.17 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

23M
Shares

$1.05 Billion
2.04% of portfolio
Betterment LLC New York, NY

18.1M
Shares

$827 Million
1.66% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.36M
Shares

$290 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.37M
Shares

$245 Million
0.02% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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