Destination Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Destination Wealth Management

$3.19 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 05, 2019	SELL	N/A	-1,541 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	1,541 New	1,541 $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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