Seaside Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Seaside Wealth Management, Inc.
- $336 Million
- Q3 2025
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 19,428 shares of SPSM stock, worth $885,139. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,428
Previous 19,552
0.63%
Holding current value
$885,139
Previous $832,000
8.05%
% of portfolio
0.27%
Previous 0.27%
Shares
14 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