Brown Financial Advisors Spdr Portfolio S&P 600 Small C Transaction History

Brown Financial Advisors

$224 Billion
Q2 2024

A detailed history of Brown Financial Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Brown Financial Advisors holds 375 shares of SPSM stock, worth $16,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares

375

Holding current value

$16,683

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 30, 2024	BUY	$39.75 - $43.15 $14,906 - $16,181	375 New	375 $15.6 Million

Others Institutions Holding SPSM

# of Institutions

861

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$980 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$800 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$652 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$287 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$247 Million
0.04% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Brown Financial Advisors Spdr Portfolio S&P 600 Small C Transaction History