J Arnold Wealth Management CO Spdr Portfolio S&P 600 Small C Transaction History

J Arnold Wealth Management CO

$291 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Sep 08, 2021	SELL	$18.96 - $33.37 $57,467 - $101,144	-3,031 Closed	0 $0
Q4 2019 Sep 08, 2021	BUY	$28.98 - $32.81 $87,838 - $99,447	3,031 New	3,031 $99,000

Others Institutions Holding SPSM

# of Institutions

919

Shares Held

205M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.03 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$908 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$720 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$286 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$258 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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