Donoghue Forlines LLC Spdr Portfolio S&P 600 Small C Transaction History

Donoghue Forlines LLC

$294 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$35.43 - $44.75 $6.19 Million - $7.82 Million	-174,698 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$27.77 - $35.98 $4.85 Million - $6.29 Million	174,698 New	174,698 $6.25 Million

Others Institutions Holding SPSM

# of Institutions

931

Shares Held

208M

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

$891 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$707 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$281 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$253 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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