North Star Asset Management Inc Spdr Portfolio S&P 600 Small C Transaction History
North Star Asset Management Inc
- $2.15 Billion
- Q4 2024
A detailed history of North Star Asset Management Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, North Star Asset Management Inc holds 239,461 shares of SPSM stock, worth $9.03 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
239,461
Previous 285,078
16.0%
Holding current value
$9.03 Million
Previous $13 Million
17.09%
% of portfolio
0.5%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$834 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$793 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$610 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$246 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$221 Million3.64% of portfolio