Lgt Financial Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$34.3 - $42.83 $29,703 - $37,090	-866 Reduced 99.77%	2 $85,000
Q2 2023 Aug 14, 2023	BUY	$35.57 - $38.94 $30,874 - $33,799	868 New	868 $33.7 Million

Others Institutions Holding SPSM

# of Institutions

869

Shares Held

194M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$1.06 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$942 Million
0.41% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$708 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$312 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$268 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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