Kwb Wealth Spdr Portfolio S&P 600 Small C Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kwb Wealth holds 232,744 shares of SPSM stock, worth $8.74 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
232,744
Previous 251,799
7.57%
Holding current value
$8.74 Million
Previous $11.3 Million
16.45%
% of portfolio
1.2%
Previous 1.43%
Shares
17 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$831 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$790 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$607 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$245 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$208 Million0.05% of portfolio