Amplius Wealth Advisors, LLC Spdr Series Trust Spdr Nyse Te Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$119.72 - $167.66 $95,776 - $134,128	-800 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$154.06 - $175.28 $123,248 - $140,224	800 New	800 $132,000

Others Institutions Holding XNTK

# of Institutions

155

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Auto Owners Insurance CO Lansing, MI

1.19M
Shares

$245 Million
5.86% of portfolio
Morgan Stanley New York, NY

162K
Shares

$33.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

141K
Shares

$28.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$24.1 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

83K
Shares

$17 Million
0.01% of portfolio

About SPDR SERIES TRUST SPDR NYSE TE

Ticker XNTK
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