Nordwand Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Nordwand Advisors, LLC

$374 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$31.7 - $33.66 $97,762 - $103,807	3,084 Added 124.0%	5,571 $181 Million
Q1 2023 May 04, 2023	BUY	$29.83 - $32.71 $74,187 - $81,349	2,487 New	2,487 $79.9 Million

Others Institutions Holding SPDW

# of Institutions

954

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.16 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.87 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.04 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$953 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$615 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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