Sherman Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sherman Wealth Management LLC holds 6,272 shares of SPSM stock, worth $285,752. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,272Holding current value
$285,752% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall 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
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Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
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Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio