Legacy Capital Group California, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Legacy Capital Group California, Inc.

$287 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$34.3 - $42.83 $636,230 - $794,453	18,549 New	18,549 $782 Million

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

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

22.6M
Shares

$927 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$922 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$663 Million
1.56% of portfolio
Valmark Advisers, Inc.

5.85M
Shares

$240 Million
3.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$232 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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