Roundview Capital LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Roundview Capital LLC

$1.25 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-7,679 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	N/A	-2,087 Reduced 21.37%	7,679 $236,000
Q1 2018 May 14, 2018	BUY	N/A	9,766 New	9,766 $307,000

Others Institutions Holding SPDW

# of Institutions

938

Shares Held

484M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.91 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$996 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$628 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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