Midland Wealth Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
Midland Wealth Advisors LLC
- $1.87 Trillion
- Q3 2025
A detailed history of Midland Wealth Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 967,737 shares of SPSM stock, worth $44.1 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
967,737
Previous 1,162,250
16.74%
Holding current value
$44.1 Million
Previous $49.5 Billion
9.46%
% of portfolio
2.4%
Previous 2.74%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall 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