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

Mach 1 Financial Group, LLC

$140 Million
Q3 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

876

Shares Held

193M

Call Options Held

62.3K

Put Options Held

1.4K

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

22.2M
Shares

$1.06 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$934 Million
0.41% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$702 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$309 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$268 Million
0.05% 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 Mach 1 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mach 1 Financial Group, LLC with notifications on news.