Rinkey Investments Spdr Portfolio Transaction History

Rinkey Investments

$307 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$59.17 - $73.03 $43,844 - $54,115	-741 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$63.39 - $73.48 $46,971 - $54,448	741 New	741 $52,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.82 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.85 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.18 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$701 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$650 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
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