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

9258 Wealth Management, LLC

$641 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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

$980 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$800 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$652 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$287 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$247 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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