Udine Wealth Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Udine Wealth Management, Inc.

$153 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	BUY	$33.99 - $41.52 $5.52 Million - $6.74 Million	162,315 New	162,315 $0

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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

22.1M
Shares

$885 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$842 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$647 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$261 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$222 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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