True Wealth Design, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$27.5 - $28.16 $4,647 - $4,759	-169 Reduced 0.1%	161,699 $4.53 Billion
Q1 2024 May 14, 2024	SELL	$27.94 - $28.64 $99,885 - $102,388	-3,575 Reduced 2.16%	161,868 $4.56 Billion
Q4 2023 Feb 14, 2024	BUY	$27.05 - $28.64 $1.32 Million - $1.39 Million	48,646 Added 41.65%	165,443 $4.73 Billion
Q3 2023 Nov 13, 2023	BUY	$27.44 - $28.48 $642,562 - $666,916	23,417 Added 25.08%	116,797 $3.22 Billion
Q2 2023 Aug 14, 2023	SELL	$28.28 - $29.26 $271,035 - $280,427	-9,584 Reduced 9.31%	93,380 $2.64 Billion
Q1 2023 May 12, 2023	BUY	$27.87 - $29.16 $60,422 - $63,218	2,168 Added 2.15%	102,964 $2.98 Billion
Q4 2022 Feb 15, 2023	BUY	$27.57 - $28.82 $2.78 Million - $2.9 Million	100,796 New	100,796 $2.85 Billion

Others Institutions Holding SPTI

# of Institutions

342

Shares Held

205M

Call Options Held

0

Put Options Held

800

Lpl Financial LLC Fort Mill, SC

36.8M
Shares

$1.03 Billion
0.49% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

34M
Shares

$953 Million
2.03% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$741 Million
10.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.67M
Shares

$187 Million
0.05% of portfolio
Mather Group, Llc. Chicago, IL

6M
Shares

$168 Million
2.25% of portfolio

About SPDR SER TR SPDR PORTFOLIO INT

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