Morningstar Investment Services LLC Spdr Portfolio S&P 600 Small C Put Options Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

893

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

$1.05 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$922 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$732 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$291 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$264 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.