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

Lpl Financial LLC

$283 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

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

23.8M
Shares

$1.1 Billion
2.03% of portfolio
Betterment LLC New York, NY

17.6M
Shares

$814 Million
1.6% of portfolio
Valmark Advisers, Inc.

6.26M
Shares

$289 Million
3.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.15M
Shares

$284 Million
0.05% of portfolio
Morgan Stanley New York, NY

4.91M
Shares

$227 Million
0.01% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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