Lincoln National Corp Spdr Portfolio S&P 600 Small C Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$39.85 - $43.04 $80,257 - $86,682	2,014 Added 14.45%	15,951 $686,000
Q4 2023 Feb 06, 2024	BUY	$34.3 - $42.83 $478,039 - $596,921	13,937 New	13,937 $587,000

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$997 Million
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$875 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$694 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$276 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$251 Million
0.05% of portfolio

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