Sargent Bickham Lagudis LLC Spdr Portfolio S&P 600 Small C Transaction History

Sargent Bickham Lagudis LLC

$1.22 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$34.83 - $42.53 $10,100 - $12,333	-290 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$40.71 - $44.23 $11,805 - $12,826	290 New	290 $12,000

Others Institutions Holding SPSM

# of Institutions

868

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$1.07 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$871 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$710 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$313 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$269 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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