Destiny Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$31.7 - $33.66 $1,648 - $1,750	-52 Reduced 0.81%	6,379 $207,000
Q1 2023 Apr 26, 2023	BUY	$29.83 - $32.71 $63,657 - $69,803	2,134 Added 49.66%	6,431 $206,000
Q4 2022 Jan 26, 2023	BUY	$25.7 - $31.02 $19,609 - $23,668	763 Added 21.59%	4,297 $0
Q2 2022 Jul 15, 2022	SELL	$28.57 - $34.74 $3,514 - $4,273	-123 Reduced 3.36%	3,534 $102,000
Q1 2022 Apr 21, 2022	SELL	$31.42 - $36.91 $2,325 - $2,731	-74 Reduced 1.98%	3,657 $125,000
Q3 2021 Oct 28, 2021	BUY	$35.68 - $38.17 $133,122 - $142,412	3,731 New	3,731 $135,000
Q2 2021 Jul 27, 2021	SELL	$35.87 - $38.34 $160,159 - $171,188	-4,465 Closed	0 $0
Q1 2021 Apr 22, 2021	SELL	$33.6 - $35.9 $31,416 - $33,566	-935 Reduced 17.31%	4,465 $158,000
Q4 2020 Feb 05, 2021	BUY	$28.3 - $34.03 $152,820 - $183,762	5,400 New	5,400 $182,000

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$962 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$620 Million
16.39% of portfolio

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