Wall Capital Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Wall Capital Group, Inc.
- $88.2 Million
- Q4 2023
A detailed history of Wall Capital Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wall Capital Group, Inc. holds 236,443 shares of SPSM stock, worth $10.9 Million. This represents 11.3% of its overall portfolio holdings.
Number of Shares
236,443
Previous 138,972
70.14%
Holding current value
$10.9 Million
Previous $5.13 Million
94.48%
% of portfolio
11.3%
Previous 7.34%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
913Shares Held
204MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$901 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$715 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$284 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$258 Million0.05% of portfolio