Apella Capital, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History

Apella Capital, LLC

$2.18 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$24.8 - $26.46 $1,240 - $1,323	50 Added 0.6%	8,449 $0
Q3 2022 Oct 11, 2022	BUY	$25.31 - $27.85 $556 - $612	22 Added 0.26%	8,399 $214,000
Q2 2022 Jul 08, 2022	SELL	$26.33 - $28.81 $13,717 - $15,010	-521 Reduced 5.86%	8,377 $227,000
Q1 2022 Apr 11, 2022	SELL	$28.54 - $30.72 $48,575 - $52,285	-1,702 Reduced 16.06%	8,898 $0
Q4 2021 Jan 13, 2022	SELL	$30.8 - $31.45 $217,971 - $222,571	-7,077 Reduced 40.04%	10,600 $329,000
Q3 2021 Oct 12, 2021	BUY	$31.1 - $31.73 $158,921 - $162,140	5,110 Added 40.66%	17,677 $550,000
Q2 2021 Jul 02, 2021	BUY	$30.69 - $31.32 $385,681 - $393,598	12,567 New	12,567 $394,000

Others Institutions Holding FISR

# of Institutions

60

Shares Held

9.39M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.42M
Shares

$64.2 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.47M
Shares

$38.9 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$35.9 Million
0.01% of portfolio
Aspire Private Capital, LLC

817K
Shares

$21.7 Million
5.39% of portfolio
Hibernia Wealth Partners, LLC Baton Rouge, LA

742K
Shares

$19.7 Million
6.57% of portfolio

About SSGA ACTIVE TR SPDR SSGA FIXED

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