Whalerock Point Partners, LLC Spdr Portfolio S&P 600 Small C Transaction History
Whalerock Point Partners, LLC
- $372 Million
- Q2 2024
A detailed history of Whalerock Point Partners, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Whalerock Point Partners, LLC holds 30,488 shares of SPSM stock, worth $1.36 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
30,488
Previous 30,643
0.51%
Holding current value
$1.36 Million
Previous $1.32 Million
3.95%
% of portfolio
0.34%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
861Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$980 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$800 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$652 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$247 Million0.04% of portfolio