9258 Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$34.83 - $42.53 $204,417 - $249,608	-5,869 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$39.91 - $45.5 $234,231 - $267,039	5,869 New	5,869 $247,000

Others Institutions Holding SPSM

# of Institutions

862

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22M
Shares

$993 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$811 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$661 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$291 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$250 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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