Briggs Advisory Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Briggs Advisory Group, Inc.

$174 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$34.83 - $42.53 $204,626 - $249,863	-5,875 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$42.23 - $46.94 $248,101 - $275,772	5,875 New	5,875 $263,000

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

$1.08 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$947 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$752 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$299 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$272 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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