Montag A & Associates Inc Spdr Portfolio S&P 600 Small C Transaction History
Montag A & Associates Inc
- $2.14 Billion
- Q3 2025
A detailed history of Montag A & Associates Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montag A & Associates Inc holds 755 shares of SPSM stock, worth $34,397. This represents 0.0% of its overall portfolio holdings.
Number of Shares
755
Previous 755
-0.0%
Holding current value
$34,397
Previous $32,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
1,015Shares Held
205MCall 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