Smallwood Wealth Investment Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Smallwood Wealth Investment Management, LLC

$137 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$25.28 - $26.67 $5,738 - $6,054	-227 Reduced 2.13%	10,454 $269,000
Q3 2022 Nov 14, 2022	SELL	$25.36 - $28.61 $9,560 - $10,785	-377 Reduced 3.41%	10,681 $271,000
Q2 2022 Aug 08, 2022	BUY	$27.4 - $29.93 $302,989 - $330,965	11,058 New	11,058 $304,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.3 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.8 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.4 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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