Windsor Capital Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Windsor Capital Management, LLC
- $356 Million
- Q3 2025
A detailed history of Windsor Capital Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Windsor Capital Management, LLC holds 297,198 shares of SPSM stock, worth $13.5 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
297,198
Previous 288,546
3.0%
Holding current value
$13.5 Million
Previous $12.3 Million
11.99%
% of portfolio
3.86%
Previous 3.64%
Shares
31 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