Cypress Wealth Services, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Cypress Wealth Services, LLC

$420 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$35.1 - $35.84 $271,042 - $276,756	-7,722 Closed	0 $0
Q2 2021 Jul 14, 2021	SELL	$34.41 - $35.39 $16,344 - $16,810	-475 Reduced 5.79%	7,722 $273,000
Q1 2021 Apr 28, 2021	BUY	$34.06 - $36.08 $68,120 - $72,160	2,000 Added 32.27%	8,197 $282,000
Q4 2020 Jan 22, 2021	SELL	$35.21 - $36.26 $15,457 - $15,918	-439 Reduced 6.62%	6,197 $224,000
Q1 2020 Apr 10, 2020	SELL	$28.21 - $35.27 $338 - $423	-12 Reduced 0.18%	6,636 $217,000

Q4 2019 Jan 14, 2020	SELL	$33.36 - $33.99 $5,938 - $6,050	-178 Reduced 2.61%	6,648 $225,000
Q2 2019 Jul 24, 2019	SELL	$28.27 - $29.67 $1,950 - $2,047	-69 Reduced 1.0%	6,826 $226,000
Q1 2019 Apr 19, 2019	BUY	$27.02 - $28.44 $186,302 - $196,093	6,895 New	6,895 $221,000
Q2 2018 Aug 06, 2018	SELL	$26.51 - $27.01 $222,206 - $226,397	-8,382 Closed	0 $0
Q1 2018 May 01, 2018	SELL	$26.98 - $26.98 $21,287 - $21,287	-789 Reduced 8.6%	8,382 $264,000
Q4 2017 Feb 05, 2018	BUY	N/A	9,171	9,171 $296,000

Others Institutions Holding SPBO

# of Institutions

133

Shares Held

37.4M

Call Options Held

1.5K

Put Options Held

0

About SPDR SER TR SPDR PORTFOLIO COR

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