Creative Capital Management Investments LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Creative Capital Management Investments LLC

$220 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 22, 2024	BUY	$29.83 - $32.71 $14,885 - $16,322	499 New	499 $16,000
Q4 2022 Jan 12, 2023	BUY	$25.7 - $31.02 $12,824 - $15,478	499 New	499 $15,000

Others Institutions Holding SPDW

# of Institutions

957

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.13 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.84 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.03 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$940 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$606 Million
16.39% of portfolio

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