M3 Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

M3 Advisory Group, LLC

$136 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$34.2 - $36.64 $5,335 - $5,715	156 Added 1.76%	9,008 $316 Million
Q4 2023 Mar 19, 2024	BUY	$29.46 - $34.07 $260,779 - $301,587	8,852 New	8,852 $301 Million

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$962 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$620 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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