Norris Perne & French LLP Spdr Portfolio S&P 600 Small C Transaction History

Norris Perne & French LLP

$1.36 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 24, 2018	SELL	N/A	-8,850 Closed	0 $0
Q4 2017 Jan 23, 2018	BUY	N/A	5,900 Added 200.0%	8,850 $267,000
Q3 2017 Nov 01, 2017	BUY	N/A	2,950	2,950 $258,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.04 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$916 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$727 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$289 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$263 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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