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

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

$1.05 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$917 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$728 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$289 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$263 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.