Lpl Financial LLC Spdr Portfolio S&P 600 Small C Call Options Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

979

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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

22.1M
Shares

$898 Million
2.1% of portfolio
Betterment LLC New York, NY

16.2M
Shares

$656 Million
1.75% of portfolio
Bank Of America Corp Charlotte, NC

6.51M
Shares

$264 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.54M
Shares

$225 Million
0.05% of portfolio
Valmark Advisers, Inc.

5.38M
Shares

$219 Million
3.79% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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