Rossmore Private Capital Spdr Portfolio S&P 600 Small C Transaction History

Rossmore Private Capital

$914 Million
Q3 2025

A detailed history of Rossmore Private Capital transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rossmore Private Capital holds 1,669 shares of SPSM stock, worth $76,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,669

Holding current value

$76,039

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$42.26 - $47.16 $70,531 - $78,710	1,669 New	1,669 $77,000

Others Institutions Holding SPSM

# of Institutions

1,006

Shares Held

205M

Call Options Held

47K

Put Options Held

1.2K

Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$1.17 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

23M
Shares

$1.05 Billion
2.04% of portfolio
Betterment LLC New York, NY

18.1M
Shares

$827 Million
1.66% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.36M
Shares

$290 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.37M
Shares

$245 Million
0.02% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

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Rossmore Private Capital Spdr Portfolio S&P 600 Small C Transaction History