Cassia Capital Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Cassia Capital Partners, LLC

$151 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$30.42 - $30.64 $349,221 - $351,747	-11,480 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$30.62 - $30.7 $351,517 - $352,436	11,480 New	11,480 $352,000

Others Institutions Holding SPTS

# of Institutions

400

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$650 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$630 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$393 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$349 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$268 Million
10.18% of portfolio

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