Coston, Mc Isaac & Partners Spdr Portfolio S&P 600 Small C Transaction History

Coston, Mc Isaac & Partners

$298 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	SELL	$33.99 - $41.52 $48,129 - $58,792	-1,416 Closed	0 $0
Q2 2022 Sep 21, 2022	BUY	$34.83 - $42.53 $49,319 - $60,222	1,416 New	1,416 $51,000

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.01 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$887 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$704 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$280 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$254 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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