Sage Financial Management Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 69,435 shares of SPSM stock, worth $3.16 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
69,435
Previous 69,010
0.62%
Holding current value
$3.16 Million
Previous $2.94 Million
9.39%
% of portfolio
1.03%
Previous 1.02%
Shares
10 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