Wealth Collab, LLC Spdr Portfolio S&P 600 Small C Transaction History

Wealth Collab, LLC

$153 Billion
Q3 2024

A detailed history of Wealth Collab, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Wealth Collab, LLC holds 58 shares of SPSM stock, worth $2,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,638

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$41.02 - $46.01 $2,379 - $2,668	58 New	58 $2.64 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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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

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