Sovereign Financial Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Sovereign Financial Group, Inc.
- $536 Million
- Q4 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 11,110 shares of SPSM stock, worth $506,171. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,110
Previous 11,180
0.63%
Holding current value
$506,171
Previous $517,000
2.13%
% of portfolio
0.09%
Previous 0.1%
Shares
17 transactions
Others Institutions Holding SPSM
# of Institutions
1,015Shares 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
-
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