Idaho Trust Bank Spdr Portfolio S&P 600 Small C Transaction History

Idaho Trust Bank

$104 Billion
Q1 2024

A detailed history of Idaho Trust Bank transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Idaho Trust Bank holds 14,866 shares of SPSM stock, worth $617,384. This represents 0.62% of its overall portfolio holdings.

Number of Shares

14,866

Holding current value

$617,384

% of portfolio

0.62%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$39.85 - $43.04 $592,410 - $639,832	14,866 New	14,866 $640 Million

Others Institutions Holding SPSM

# of Institutions

802

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.6M
Shares

$896 Million
2.09% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$722 Million
0.41% of portfolio
Betterment LLC New York, NY

13.2M
Shares

$546 Million
1.52% of portfolio
Bank Of America Corp Charlotte, NC

6.93M
Shares

$288 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.14M
Shares

$255 Million
0.07% of portfolio

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