Rmr Wealth Builders Spdr Portfolio S&P 600 Small C Transaction History
Rmr Wealth Builders
- $1.17 Billion
- Q3 2025
A detailed history of Rmr Wealth Builders transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rmr Wealth Builders holds 9,470 shares of SPSM stock, worth $431,453. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,470
Previous 9,433
0.39%
Holding current value
$431,453
Previous $401,000
9.23%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall 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