Time Scale Financial, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Time Scale Financial, Inc.

$462 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$34.79 - $39.85 $34 - $39	1 Added 0.52%	194 $7,000
Q3 2022 Oct 05, 2022	BUY	$33.99 - $41.52 $6,560 - $8,013	193 New	193 $7,000

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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