Mach 1 Financial Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Mach 1 Financial Group, LLC

$128 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$36.04 - $42.08 $11,749 - $13,718	326 New	326 $12,000
Q2 2022 Aug 04, 2022	BUY	$34.83 - $42.53 $11,354 - $13,864	326 New	326 $11,000

Others Institutions Holding SPSM

# of Institutions

844

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$1 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$816 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$665 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$293 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$252 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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