Drive Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Drive Wealth Management, LLC

$380 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$34.2 - $36.64 $42,305 - $45,323	1,237 Added 4.05%	31,770 $1.11 Million
Q1 2024 Apr 22, 2024	SELL	$32.85 - $35.9 $102,294 - $111,792	-3,114 Reduced 9.25%	30,533 $1.09 Million
Q4 2023 Jan 22, 2024	SELL	$29.46 - $34.07 $632,358 - $731,312	-21,465 Reduced 38.95%	33,647 $1.14 Million
Q3 2023 Oct 10, 2023	SELL	$30.88 - $33.58 $375,408 - $408,232	-12,157 Reduced 18.07%	55,112 $1.71 Million
Q2 2023 Jul 14, 2023	SELL	$31.7 - $33.66 $380,590 - $404,121	-12,006 Reduced 15.14%	67,269 $2.19 Million
Q1 2023 Apr 13, 2023	SELL	$29.83 - $32.71 $75,917 - $83,246	-2,545 Reduced 3.11%	79,275 $2.55 Million
Q4 2022 Jan 27, 2023	BUY	$25.7 - $31.02 $2.1 Million - $2.54 Million	81,820 New	81,820 $0

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.19 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.89 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.06 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$965 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$622 Million
16.39% of portfolio

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