Crewe Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 28, 2023	BUY	$35.57 - $38.94 $9,283 - $10,163	261 Added 1087.5%	285 $11,000
Q1 2022 Apr 27, 2022	BUY	$39.91 - $45.5 $957 - $1,092	24 New	24 $1,000

Others Institutions Holding SPSM

# of Institutions

869

Shares Held

194M

Call Options Held

62.3K

Put Options Held

1.4K

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

22.2M
Shares

$1.07 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$942 Million
0.41% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$708 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$312 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$270 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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