Advisor Resource Council Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advisor Resource Council

$179 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$32.85 - $35.9 $4.32 Million - $4.72 Million	-131,365 Reduced 82.71%	27,457 $984,000
Q4 2023 Jan 12, 2024	BUY	$29.46 - $34.07 $4.68 Million - $5.41 Million	158,822 New	158,822 $5.4 Million
Q1 2023 Apr 25, 2023	BUY	$29.83 - $32.71 $4.09 Million - $4.48 Million	137,090 Added 860.47%	153,022 $4.92 Million
Q4 2022 Jan 20, 2023	SELL	$25.7 - $31.02 $29,991 - $36,200	-1,167 Reduced 6.82%	15,932 $0
Q3 2022 Oct 26, 2022	SELL	$25.67 - $30.93 $2.31 Million - $2.78 Million	-89,821 Reduced 84.01%	17,099 $441,000
Q2 2022 Jul 27, 2022	BUY	$28.57 - $34.74 $2.87 Million - $3.49 Million	100,593 Added 1589.9%	106,920 $3.08 Million
Q1 2022 Apr 20, 2022	SELL	$31.42 - $36.91 $3.47 Million - $4.07 Million	-110,399 Reduced 94.58%	6,327 $217,000
Q4 2021 Feb 11, 2022	BUY	$35.28 - $37.98 $3.56 Million - $3.83 Million	100,806 Added 633.2%	116,726 $4.26 Million
Q3 2021 Nov 16, 2021	SELL	$35.68 - $38.17 $4.12 Million - $4.4 Million	-115,353 Reduced 87.87%	15,920 $577,000
Q2 2021 Aug 19, 2021	BUY	$35.87 - $38.34 $4.54 Million - $4.85 Million	126,444 Added 2618.43%	131,273 $4.83 Million
Q2 2021 Aug 13, 2021	BUY	$35.87 - $38.34 $173,216 - $185,143	4,829 New	4,829 $0

Others Institutions Holding SPDW

# of Institutions

932

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

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

60.4M
Shares

$2.28 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$2.01 Billion
2.0% of portfolio
Allworth Financial LP

29.3M
Shares

$1.11 Billion
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1.05 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$663 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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