D.A. Davidson & Co. Spdr Ser Tr Fds Spdr Portfolio Transaction History

D.A. Davidson & Co.

$12.2 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	SELL	$38.37 - $42.82 $7,136 - $7,964	-186 Reduced 3.14%	5,744 $220,000
Q3 2024 Nov 13, 2024	BUY	$36.02 - $41.68 $213,598 - $247,162	5,930 New	5,930 $244,000

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

207M

Call Options Held

0

Put Options Held

60

Creative Planning Overland Park, KS

22.7M
Shares

$927 Million
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$760 Million
1.57% of portfolio
Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$438 Million
0.17% of portfolio
Allworth Financial LP

6.57M
Shares

$268 Million
1.49% of portfolio
Envestnet Asset Management Inc

6.36M
Shares

$260 Million
0.08% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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