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	$35.69 - $43.02 $700,844 - $844,783	-19,637 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$40.07 - $44.51 $786,854 - $874,042	19,637 New	19,637 $814,000

Others Institutions Holding SPEM

# of Institutions

810

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$904 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$725 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$379 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$247 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$247 Million
0.01% of portfolio

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