Apella Capital, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 13, 2022	SELL	$31.08 - $31.92 $206,806 - $212,395	-6,654 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$30.98 - $31.82 $206,140 - $211,730	6,654 New	6,654 $207,000

Others Institutions Holding SPIP

# of Institutions

240

Shares Held

23.1M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.49M
Shares

$90 Million
0.02% of portfolio
State Street Corp Boston, MA

1.85M
Shares

$47.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.55M
Shares

$40 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.18M
Shares

$30.5 Million
0.0% of portfolio
Pure Financial Advisors, LLC

1.14M
Shares

$29.6 Million
0.68% of portfolio

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