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

Baron Financial Group, LLC

$163 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$27.77 - $35.98 $694 - $899	-25 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$25.57 - $29.57 $639 - $739	25 New	25 $0

Others Institutions Holding SPSM

# of Institutions

891

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

$1.09 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$957 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$760 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$302 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$275 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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