Toroso Investments, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Toroso Investments, LLC

$44.2 Billion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$38.37 - $42.82 $802,546 - $895,623	20,916 Added 6.52%	341,804 $13.1 Million
Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $11.6 Million - $13.4 Million	320,888 New	320,888 $13.2 Million
Q2 2022 Aug 15, 2022	BUY	$33.85 - $40.03 $63.6 Million - $75.3 Million	1,880,078 New	1,880,078 $65.4 Million
Q3 2020 Nov 16, 2020	SELL	$33.84 - $37.9 $50.1 Million - $56.1 Million	-1,480,706 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$27.38 - $34.3 $23.5 Million - $29.5 Million	859,821 Added 138.48%	1,480,706 $49.5 Million

Q1 2020 May 08, 2020	BUY	$25.76 - $38.65 $16 Million - $24 Million	620,885 New	620,885 $17.7 Million

Others Institutions Holding SPEM

# of Institutions

988

Shares Held

242M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

22.4M
Shares

$1.06 Billion
0.81% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.4M
Shares

$824 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$656 Million
0.2% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$627 Million
0.1% of portfolio
Allworth Financial LP

9.26M
Shares

$439 Million
1.97% of portfolio

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