Valley Brook Capital Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Valley Brook Capital Group, Inc.

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$41.43 - $45.3 $2,692 - $2,944	-65 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$35.43 - $44.75 $2,302 - $2,908	65 New	65 $2,000

Others Institutions Holding SPSM

# of Institutions

869

Shares Held

194M

Call Options Held

62.3K

Put Options Held

1.4K

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

22M
Shares

$1.06 Billion
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$942 Million
0.41% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$708 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$312 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$268 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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