Cerity Partners LLC Spdr Index Shs Fds S Spdr Port Transaction History

Cerity Partners LLC

$37.7 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$50.1 - $54.28 $856,409 - $927,862	17,094 Added 120.93%	31,230 $1.58 Million
Q2 2023 Aug 14, 2023	BUY	$49.47 - $52.62 $699,307 - $743,836	14,136 New	14,136 $739,000

Others Institutions Holding SPGM

# of Institutions

121

Shares Held

9.83M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$141 Million
0.07% of portfolio
Sequoia Financial Advisors, LLC

1.36M
Shares

$84.3 Million
1.02% of portfolio
Private Advisor Group, LLC

848K
Shares

$52.5 Million
0.37% of portfolio
Legal & General Group PLC London, X0

420K
Shares

$26 Million
0.01% of portfolio
Advance Capital Management, Inc. Southfield, MI

406K
Shares

$25.1 Million
1.43% of portfolio

About SPDR INDEX SHS FDS S SPDR PORT

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