Stone X Group Inc. Spdr Portfolio S&P 600 Small C Transaction History

Stone X Group Inc.

$2.06 Trillion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 13, 2025	BUY	$35.57 - $38.94 $259,163 - $283,716	7,286 New	7,286 $283 Million
Q1 2023 Aug 13, 2025	BUY	$36.04 - $42.08 $203,229 - $237,289	5,639 New	5,639 $213 Million

Others Institutions Holding SPSM

# of Institutions

986

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

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

23.8M
Shares

$1.1 Billion
2.03% of portfolio
Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$1.08 Billion
0.35% of portfolio
Betterment LLC New York, NY

17.6M
Shares

$815 Million
1.6% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.15M
Shares

$285 Million
0.05% of portfolio
Valmark Advisers, Inc.

5.32M
Shares

$246 Million
3.24% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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