Ellevest, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Ellevest, Inc.

$1.8 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	BUY	$34.83 - $42.53 $243 - $297	7 New	7 $0
Q2 2020 Jul 06, 2020	SELL	$19.87 - $29.39 $139 - $205	-7 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$18.96 - $33.37 $132 - $233	7 New	7 $0

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

$1.08 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$947 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$752 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$299 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$272 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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