Vigilant Capital Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Vigilant Capital Management, LLC

$1.34 Billion
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$33.99 - $41.52 $4,078 - $4,982	120 New	120 $4,000
Q2 2019 Jul 18, 2019	SELL	N/A	-482 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	N/A	482 New	482 $16,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

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

22.2M
Shares

$1.05 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$917 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$728 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$289 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$263 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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