Affiance Financial, LLC Spdr Portfolio S&P 600 Small C Transaction History

Affiance Financial, LLC

$378 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 15, 2019	SELL	N/A	-44,360 Closed	0 $0
Q4 2018 Jan 11, 2019	BUY	N/A	44,360 New	44,360 $1.17 Million

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

$998 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$815 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$664 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

$251 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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