Napa Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Napa Wealth Management

$148 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$34.3 - $42.83 $1.45 Million - $1.81 Million	42,195 New	42,195 $1.78 Billion

Others Institutions Holding SPSM

# of Institutions

844

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$998 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$815 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$664 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$293 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$251 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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