Burleson & Company, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Burleson & Company, LLC

$384 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$52.95 - $55.77 $529 - $557	-10 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$48.86 - $52.85 $488 - $528	10 New	10 $1,000

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.66M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.16M
Shares

$164 Million
0.05% of portfolio
Sequoia Financial Advisors, LLC

1.39M
Shares

$106 Million
0.71% of portfolio
High Tower Advisors, LLC Chicago, IL

682K
Shares

$51.8 Million
0.06% of portfolio
Advance Capital Management, Inc. Southfield, MI

372K
Shares

$28.2 Million
2.05% of portfolio
Peak Financial Management, Inc.

371K
Shares

$28.2 Million
7.75% of portfolio

About SPDR INDEX SHS FDS S SPDR PORT

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