Advisor Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advisor Partners LLC

$1.42 Billion
Q2 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$28.57 - $34.74 $275,557 - $335,067	-9,645 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$31.42 - $36.91 $1,696 - $1,993	-54 Reduced 0.56%	9,645 $331,000
Q4 2021 Feb 04, 2022	BUY	$35.28 - $37.98 $10,231 - $11,014	290 Added 3.08%	9,699 $354,000
Q3 2021 Nov 15, 2021	SELL	$35.68 - $38.17 $7,136 - $7,634	-200 Reduced 2.08%	9,409 $341,000
Q2 2021 Aug 12, 2021	SELL	$35.87 - $38.34 $10,187 - $10,888	-284 Reduced 2.87%	9,609 $354,000
Q1 2021 Jun 01, 2021	SELL	$33.6 - $35.9 $1,512 - $1,615	-45 Reduced 0.45%	9,893 $350,000
Q4 2020 Feb 17, 2021	BUY	$28.3 - $34.03 $53,571 - $64,418	1,893 Added 23.53%	9,938 $336,000
Q3 2020 Nov 19, 2020	BUY	$27.73 - $30.19 $223,087 - $242,878	8,045 New	8,045 $236,000

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.9 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$994 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$627 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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