Benjamin Edwards Inc Spdr Portfolio S&P 600 Small C Transaction History

Benjamin Edwards Inc

$520 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	BUY	$33.99 - $41.52 $33 - $41	1 Added 1.49%	68 $2,000
Q2 2022 Aug 12, 2022	BUY	$34.83 - $42.53 $2,333 - $2,849	67 New	67 $2,000

Others Institutions Holding SPSM

# of Institutions

868

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$1.07 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$871 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$710 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$313 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$269 Million
0.04% of portfolio

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