Personal Wealth Partners Spdr Portfolio S&P 600 Small C Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$34.83 - $42.53 $12.7 Million - $15.6 Million	-365,866 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$39.91 - $45.5 $313,253 - $357,129	7,849 Added 2.19%	365,866 $15.4 Million
Q4 2021 Feb 14, 2022	SELL	$42.23 - $46.94 $617,149 - $685,981	-14,614 Reduced 3.92%	358,017 $16 Million
Q3 2021 Oct 20, 2021	BUY	$40.71 - $44.23 $3.95 Million - $4.29 Million	96,927 Added 35.16%	372,631 $15.9 Million
Q2 2021 Jul 23, 2021	BUY	$41.43 - $45.3 $6.11 Million - $6.68 Million	147,365 Added 114.82%	275,704 $12.1 Million
Q1 2021 Apr 20, 2021	BUY	$35.43 - $44.75 $4.55 Million - $5.74 Million	128,339 New	128,339 $5.43 Million
Q4 2019 Jan 28, 2020	SELL	$28.98 - $32.81 $1,767 - $2,001	-61 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$29.9 - $31.15 $1,823 - $1,900	61 New	61 $2,000

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

$1 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$882 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$700 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$278 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$253 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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