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	$35.69 - $43.02 $4,104 - $4,947	-115 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$40.07 - $44.51 $4,608 - $5,118	115 New	115 $4,000

Others Institutions Holding SPEM

# of Institutions

810

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$907 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$728 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$381 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$248 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$248 Million
0.01% of portfolio

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