Ieq Capital, LLC Spdr Portfolio S&P 600 Small C Transaction History

Ieq Capital, LLC

$32.2 Billion
Q3 2025

A detailed history of Ieq Capital, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ieq Capital, LLC holds 5,330 shares of SPSM stock, worth $242,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,330

Holding current value

$242,834

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$42.26 - $47.16 $225,245 - $251,362	5,330 New	5,330 $246,000
Q1 2025 May 14, 2025	BUY	$40.03 - $46.81 $912,844 - $1.07 Million	22,804 New	22,804 $929,000

Others Institutions Holding SPSM

# of Institutions

1,015

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

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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