Montis Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Montis Financial, LLC holds 9,015 shares of SPSM stock, worth $411,444. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,015

Holding current value

$411,444

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$41.02 - $46.01 $369,795 - $414,780	9,015 New	9,015 $410,000

Others Institutions Holding SPSM

# of Institutions

864

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22M
Shares

$1.01 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$820 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$668 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$295 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$253 Million
0.04% of portfolio

View Full List

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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Account

Montis Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History