Smart Wealth LLC Spdr Portfolio Transaction History

Smart Wealth LLC

$255 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 13, 2024	SELL	$49.61 - $55.36 $205,038 - $228,802	-4,133 Closed	0 $0
Q4 2022 Dec 13, 2024	BUY	$49.14 - $55.07 $203,095 - $227,604	4,133 New	4,133 $209 Million

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

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