Edge Rock Capital LLC Spdr Portfolio Transaction History

Edge Rock Capital LLC

$124 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$57.02 - $65.3 $27,825 - $31,866	488 New	488 $31,000
Q3 2022 Oct 14, 2022	BUY	N/A	1,280 New	1,280 $64,000

Others Institutions Holding SPYG

# of Institutions

999

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.33 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.8 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.06 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$656 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$618 Million
12.32% of portfolio

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