Peninsula Wealth, LLC Spdr Portfolio S&P 600 Small C Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$39.85 - $43.04 $1.89 Million - $2.04 Million	47,362 New	47,362 $2.04 Million

Others Institutions Holding SPSM

# of Institutions

892

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

$997 Million
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$875 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$694 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$276 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$251 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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