Srs Capital Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Srs Capital Advisors, Inc.

$977 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$39.85 - $43.04 $5,539 - $5,982	-139 Reduced 76.8%	42 $1,000
Q4 2023 Feb 06, 2024	BUY	$34.3 - $42.83 $6,208 - $7,752	181 New	181 $7,000

Others Institutions Holding SPSM

# of Institutions

846

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$991 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$809 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$659 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$291 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$250 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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