Kowal Investment Group, LLC Spdr Portfolio S&P 600 Small C Transaction History

Kowal Investment Group, LLC

$497 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$42.23 - $46.94 $18,370 - $20,418	-435 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$40.71 - $44.23 $17,708 - $19,240	435 New	435 $19,000

Others Institutions Holding SPSM

# of Institutions

844

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$984 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$803 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$655 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$289 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$248 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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