Cvfg LLC Spdr Portfolio S&P 600 Small C Transaction History

Cvfg LLC

$110 Billion
Q4 2024

A detailed history of Cvfg LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cvfg LLC holds 66,512 shares of SPSM stock, worth $3.06 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

66,512

Holding current value

$3.06 Million

% of portfolio

2.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$44.33 - $49.55 $2.95 Million - $3.3 Million	66,512 New	66,512 $2.99 Billion

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

$1.02 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$898 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$713 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$283 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$257 Million
0.05% of portfolio

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About SPDR PORTFOLIO S&P 600 SMALL C

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