Strategic Asset Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 5,065 shares of SPSM stock, worth $230,761. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,065
Previous 5,288
4.22%
Holding current value
$230,761
Previous $190,000
8.95%
% of portfolio
0.3%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
1,008Shares 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