Rocky Mountain Advisers, LLC Spdr Portfolio S&P 600 Small C Transaction History

Rocky Mountain Advisers, LLC

$119 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	N/A	-35 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	N/A	35 New	35 $1,000

Others Institutions Holding SPSM

# of Institutions

804

Shares Held

185M

Call Options Held

91.7K

Put Options Held

2.7K

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

21.6M
Shares

$886 Million
2.09% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$714 Million
0.41% of portfolio
Betterment LLC New York, NY

13.2M
Shares

$540 Million
1.52% of portfolio
Bank Of America Corp Charlotte, NC

6.93M
Shares

$285 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.14M
Shares

$252 Million
0.07% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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