Signature Wealth Management Group Spdr Portfolio S&P 600 Small C Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-641 Closed	0 $0
Q4 2017 Apr 11, 2018	BUY	N/A	641	641 $19,000

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

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

$893 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$709 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$282 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$256 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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