Stegent Equity Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Stegent Equity Advisors, Inc.
- $102 Million
- Q3 2025
A detailed history of Stegent Equity Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 5,371 shares of SPSM stock, worth $244,702. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,371
Previous 5,371
-0.0%
Holding current value
$244,702
Previous $228,000
8.77%
% of portfolio
0.24%
Previous 0.24%
Shares
6 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