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

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.08 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$947 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$752 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$299 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$272 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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