Comprehensive Financial Consultants Institutional, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$31.42 - $36.91 $5,781 - $6,791	-184 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$35.28 - $37.98 $6,491 - $6,988	184 New	184 $6,000

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.9 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$994 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$627 Million
16.46% of portfolio

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