Northwest Financial Advisors Spdr Portfolio S&P 600 Small C Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Northwest Financial Advisors holds 1,431 shares of SPSM stock, worth $65,310. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,431
Previous 1,430
0.07%
Holding current value
$65,310
Previous $61.5 Million
3.43%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
864Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.01 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$820 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$668 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$295 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$253 Million0.04% of portfolio