Freestone Capital Holdings, LLC Spdr Portfolio S&P 600 Small C Transaction History

Freestone Capital Holdings, LLC

$2.87 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$35.43 - $44.75 $49,708 - $62,784	-1,403 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$27.77 - $35.98 $38,961 - $50,479	1,403 New	1,403 $50.2 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

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Freestone Capital Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Freestone Capital Holdings, LLC with notifications on news.