Legacy Cg, LLC Spdr Portfolio S&P 600 Small C Transaction History

Legacy Cg, LLC

$233 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$34.83 - $42.53 $220,299 - $269,002	6,325 Added 30.02%	27,391 $986,000
Q1 2022 May 04, 2022	BUY	$39.91 - $45.5 $840,744 - $958,503	21,066 New	21,066 $886,000

Others Institutions Holding SPSM

# of Institutions

868

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$1.07 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$871 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$710 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$313 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$269 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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