Altfest L J & CO Inc Spdr Portfolio S&P 600 Small C Transaction History

Altfest L J & CO Inc

$751 Million
Q3 2024

A detailed history of Altfest L J & CO Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Altfest L J & CO Inc holds 5,135 shares of SPSM stock, worth $230,510. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,135

Holding current value

$230,510

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$41.02 - $46.01 $210,637 - $236,261	5,135 New	5,135 $234,000

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$997 Million
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$875 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$694 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$276 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$251 Million
0.05% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

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