Bartlett & Co. LLC Spdr Portfolio S&P 600 Small C Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bartlett & Co. LLC holds 1,542 shares of SPSM stock, worth $72,581. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,542

Holding current value

$72,581

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$34.3 - $42.83 $52,890 - $66,043	1,542 New	1,542 $66,000
Q4 2021 Mar 08, 2022	SELL	$42.23 - $46.94 $10,895 - $12,110	-258 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$40.71 - $44.23 $10,503 - $11,411	258 New	258 $11,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.05 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$917 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$728 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$289 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$263 Million
0.05% of portfolio

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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