Summit Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Summit Financial, LLC holds 16,402 shares of SPSM stock, worth $747,275. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,402
Previous 16,034
2.3%
Holding current value
$747,275
Previous $683,000
11.13%
% of portfolio
0.01%
Previous 0.02%
Shares
3 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