Evensky & Katz LLC Spdr Portfolio S&P 600 Small C Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$41.43 - $45.3 $165 - $181	-4 Closed	0 $0
Q1 2021 Apr 09, 2021	BUY	$35.43 - $44.75 $141 - $179	4 New	4 $170,000

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

$1.04 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$914 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$725 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$288 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$262 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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