Collier Financial Spdr Portfolio S&P 600 Small C Transaction History

Collier Financial

$112 Billion
Q4 2024

A detailed history of Collier Financial transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Collier Financial holds 6,475 shares of SPSM stock, worth $298,886. This represents 0.26% of its overall portfolio holdings.

Number of Shares

6,475

Holding current value

$298,886

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$44.33 - $49.55 $287,036 - $320,836	6,475 New	6,475 $291 Million

Others Institutions Holding SPSM

# of Institutions

910

Shares Held

203M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.02 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$900 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$714 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$284 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$258 Million
0.05% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

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