Wealth Quarterback LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Quarterback LLC

$212 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$18.96 - $33.37 $74,967 - $131,944	-3,954 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$28.98 - $32.81 $114,586 - $129,730	3,954 New	3,954 $0

Others Institutions Holding SPSM

# of Institutions

972

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

$971 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$923 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$709 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$286 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$243 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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