Hobart Private Capital, LLC Spdr Portfolio S&P 600 Small C Transaction History

Hobart Private Capital, LLC

$351 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Mar 11, 2024	SELL	N/A	-11,476 Closed	0 $0
Q3 2018 Mar 11, 2024	BUY	N/A	1,858 Added 19.32%	11,476 $381 Million
Q2 2018 Mar 11, 2024	BUY	N/A	9,618 New	9,618 $310 Million

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

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hobart Private Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hobart Private Capital, LLC with notifications on news.