F Dx Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

F Dx Advisors, Inc.

$342 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	$22.87 - $29.3 $418,589 - $536,277	-18,303 Closed	0 $0
Q1 2020 May 22, 2020	SELL	$20.71 - $31.78 $2.73 Million - $4.19 Million	-131,697 Reduced 87.8%	18,303 $438,000
Q1 2020 May 13, 2020	BUY	$20.71 - $31.78 $2.8 Million - $4.29 Million	134,962 Added 897.47%	150,000 $184,000
Q4 2019 Feb 12, 2020	BUY	$28.52 - $31.66 $35,992 - $39,954	1,262 Added 9.16%	15,038 $471,000
Q3 2019 Nov 07, 2019	BUY	$29.1 - $29.66 $400,881 - $408,596	13,776 New	13,776 $404,000
Q4 2017 Feb 09, 2018	SELL	N/A	-7,461 Closed	0 $0
Q3 2017 Nov 03, 2017	SELL	N/A	-1,630 Reduced 17.93%	7,461 $229,000
Q2 2017 Aug 11, 2017	BUY	N/A	9,091	9,091 $265,000

Others Institutions Holding SPDW

# of Institutions

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

Creative Planning Overland Park, KS

68.7M
Shares

$2.51 Billion
2.29% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

66.7M
Shares

$2.44 Billion
4.81% of portfolio
Allworth Financial LP

31.7M
Shares

$1.16 Billion
6.24% of portfolio
Lpl Financial LLC Fort Mill, SC

28M
Shares

$1.03 Billion
0.4% of portfolio
Auto Owners Insurance CO Lansing, MI

22M
Shares

$805 Million
17.44% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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