Exencial Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Put Options Transaction History

Exencial Wealth Advisors, LLC

$2.97 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

1,006

Shares Held

205M

Call Options Held

36.7K

Put Options Held

1.2K

Lpl Financial LLC Fort Mill, SC

25.6M
Shares

$1.17 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

23.8M
Shares

$1.09 Billion
2.03% of portfolio
Betterment LLC New York, NY

18.1M
Shares

$827 Million
1.66% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.36M
Shares

$290 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.37M
Shares

$245 Million
0.02% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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