Howe & Rusling Inc Spdr Portfolio S&P 600 Small C Transaction History

Howe & Rusling Inc

$1.45 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 17, 2025	BUY	$40.03 - $46.81 $3,882 - $4,540	97 New	97 $3,000
Q1 2024 May 15, 2024	BUY	$39.85 - $43.04 $37,100 - $40,070	931 New	931 $40,000

Others Institutions Holding SPSM

# of Institutions

1,007

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

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howe & Rusling Inc, based on Form 13F filings with the SEC.

News

Stay updated on Howe & Rusling Inc with notifications on news.