Veritable, L.P. Spdr Portfolio S&P 600 Small C Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$36.04 - $42.08 $76,693 - $89,546	-2,128 Reduced 1.81%	115,332 $4.36 Million
Q4 2022 Feb 14, 2023	BUY	$34.79 - $39.85 $2.98 Million - $3.41 Million	85,610 Added 268.79%	117,460 $4.34 Million
Q3 2022 Nov 14, 2022	SELL	$33.99 - $41.52 $103,669 - $126,636	-3,050 Reduced 8.74%	31,850 $1.09 Million
Q2 2022 Aug 15, 2022	BUY	$34.83 - $42.53 $106,231 - $129,716	3,050 Added 9.58%	34,900 $1.26 Million
Q4 2020 Feb 11, 2021	SELL	$27.77 - $35.98 $138,572 - $179,540	-4,990 Reduced 13.55%	31,850 $1.14 Million
Q2 2020 Aug 14, 2020	SELL	$19.87 - $29.39 $1.1 Million - $1.63 Million	-55,530 Reduced 60.12%	36,840 $979,000
Q1 2020 May 13, 2020	BUY	$18.96 - $33.37 $1.75 Million - $3.08 Million	92,370 New	92,370 $2.02 Million

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

$1.01 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$887 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$704 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$280 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$254 Million
0.05% of portfolio

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