Cypress Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$41.02 - $46.01 $187,338 - $210,127	4,567 New	4,567 $207,000

Others Institutions Holding SPSM

# of Institutions

940

Shares Held

212M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.1M
Shares

$998 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$949 Million
0.4% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$698 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$278 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$250 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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