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

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 09, 2024	SELL	$25.3 - $25.89 $48,727 - $49,864	-1,926 Reduced 6.91%	25,959 $665,000
Q3 2023 Oct 10, 2023	SELL	$24.77 - $25.83 $7,926 - $8,265	-320 Reduced 1.13%	27,885 $692,000
Q2 2023 Jul 26, 2023	SELL	$25.7 - $26.69 $48,444 - $50,310	-1,885 Reduced 6.26%	28,205 $728,000
Q1 2023 Apr 26, 2023	SELL	$25.69 - $26.67 $575,764 - $597,728	-22,412 Reduced 42.69%	30,090 $802,000
Q4 2022 Jan 26, 2023	SELL	$25.28 - $26.67 $117,324 - $123,775	-4,641 Reduced 8.12%	52,502 $0
Q3 2022 Oct 25, 2022	SELL	$25.36 - $28.61 $9.56 Million - $10.8 Million	-377,013 Reduced 86.84%	57,143 $1.45 Million
Q2 2022 Jul 15, 2022	SELL	$27.4 - $29.93 $44,744 - $48,875	-1,633 Reduced 0.37%	434,156 $11.9 Million
Q1 2022 Apr 21, 2022	SELL	$29.85 - $31.38 $2.62 Million - $2.76 Million	-87,878 Reduced 16.78%	435,789 $13.2 Million
Q4 2021 Jan 20, 2022	BUY	$31.08 - $31.92 $4.16 Million - $4.27 Million	133,733 Added 34.3%	523,667 $16.5 Million
Q3 2021 Oct 28, 2021	BUY	$30.98 - $31.82 $390,843 - $401,441	12,616 Added 3.34%	389,934 $12.1 Million
Q2 2021 Jul 27, 2021	BUY	$30.43 - $31.14 $9.61 Million - $9.84 Million	315,919 Added 514.53%	377,318 $11.8 Million
Q1 2021 Apr 22, 2021	SELL	$30.22 - $31.24 $6.42 Million - $6.64 Million	-212,517 Reduced 77.58%	61,399 $1.88 Million
Q4 2020 Feb 05, 2021	BUY	$30.37 - $31.17 $8.32 Million - $8.54 Million	273,916 New	273,916 $8.54 Million

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.1 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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