Wealthpoint, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	N/A	-1,004 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	1,004 New	1,004 $26,000

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

$965 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$917 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$705 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$284 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$242 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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