Private Wealth Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
Private Wealth Group, LLC
- $165 Million
- Q1 2025
A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Private Wealth Group, LLC holds 181,265 shares of SPSM stock, worth $6.81 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
181,265
Previous 182,170
0.5%
Holding current value
$6.81 Million
Previous $8.18 Million
10.07%
% of portfolio
4.46%
Previous 4.1%
Shares
19 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$831 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$790 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$607 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$245 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$208 Million0.05% of portfolio