Bull Oak Capital, LLC Spdr Portfolio S&P 600 Small C Transaction History

Bull Oak Capital, LLC

$149 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Oct 04, 2022	SELL	N/A	-108,632 Closed	0 $0
Q1 2022 Oct 04, 2022	SELL	N/A	-24,713 Reduced 18.53%	108,632 $4.57 Million
Q4 2021 Sep 28, 2022	BUY	N/A	133,345 New	133,345 $5.96 Million

Others Institutions Holding SPSM

# of Institutions

803

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

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

21.6M
Shares

$892 Million
2.09% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$719 Million
0.41% of portfolio
Betterment LLC New York, NY

13.2M
Shares

$544 Million
1.52% of portfolio
Bank Of America Corp Charlotte, NC

6.93M
Shares

$287 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.14M
Shares

$254 Million
0.07% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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