Fiduciary Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$25.7 - $31.02 $9.34 Million - $11.3 Million	-363,614 Reduced 97.72%	8,500 $252,000
Q3 2022 Nov 14, 2022	BUY	$25.67 - $30.93 $233,674 - $281,555	9,103 Added 2.51%	372,114 $9.6 Million
Q2 2022 Sep 30, 2022	BUY	$28.57 - $34.74 $2.75 Million - $3.35 Million	96,304 Added 36.11%	363,011 $10.5 Million
Q1 2022 May 11, 2022	BUY	$31.42 - $36.91 $1.62 Million - $1.91 Million	51,651 Added 24.02%	266,707 $9.14 Million
Q4 2021 Feb 08, 2022	BUY	$35.28 - $37.98 $722,746 - $778,058	20,486 Added 10.53%	215,056 $7.85 Million
Q3 2021 Nov 09, 2021	BUY	$35.68 - $38.17 $759,948 - $812,982	21,299 Added 12.29%	194,570 $7.05 Million
Q2 2021 Aug 06, 2021	BUY	$35.87 - $38.34 $6.22 Million - $6.64 Million	173,271 New	173,271 $6.38 Million

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

About SPDR SER TR FDS SPDR PORTFOLIO

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