Baldwin Brothers LLC Spdr Portfolio S&P 600 Small C Transaction History

Baldwin Brothers LLC

$13.5 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$39.75 - $43.15 $19,875 - $21,575	500 New	500 $20,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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

22.1M
Shares

$923 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

21M
Shares

$877 Million
0.4% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$674 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$272 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$231 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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