Wealth Trust Asset Management, LLC Spdr Portfolio S&P 600 Small C Call Options Transaction History

Wealth Trust Asset Management, LLC

$133 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

966

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

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

22.6M
Shares

$921 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$916 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$658 Million
1.56% of portfolio
Valmark Advisers, Inc.

5.85M
Shares

$239 Million
3.64% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$231 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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