Advanced Research Investment Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$31.42 - $36.91 $478,715 - $562,360	-15,236 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$35.28 - $37.98 $537,526 - $578,663	15,236 New	15,236 $555,000

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

$958 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$618 Million
16.39% of portfolio

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