Stokes Family Office, LLC Spdr Portfolio S&P 600 Small C Transaction History

Stokes Family Office, LLC

$883 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$36.35 - $41.02 $72,082 - $81,342	-1,983 Reduced 24.99%	5,953 $219,000
Q2 2023 Aug 14, 2023	BUY	$35.57 - $38.94 $282,283 - $309,027	7,936 New	7,936 $308,000

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

$1.02 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$898 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$713 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$283 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$257 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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