Lvw Advisors, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Lvw Advisors, LLC

$771 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-9,132 Closed	0 $0
Q1 2019 May 03, 2019	SELL	N/A	-528 Reduced 5.47%	9,132 $508,000
Q4 2018 Feb 05, 2019	BUY	N/A	9,660 New	9,660 $521,000

Others Institutions Holding SPIP

# of Institutions

230

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$90.9 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.4 Million
0.05% of portfolio

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