Firethorn Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Firethorn Wealth Partners, LLC

$193 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	SELL	$33.74 - $37.96 $116,031 - $130,544	-3,439 Reduced 37.58%	5,711 $214,000
Q2 2024 Jul 25, 2024	BUY	$34.2 - $36.64 $5,745 - $6,155	168 Added 1.87%	9,150 $320,000
Q1 2024 Apr 16, 2024	BUY	$32.85 - $35.9 $295,058 - $322,453	8,982 New	8,982 $321,000
Q1 2022 May 03, 2022	SELL	$31.42 - $36.91 $180,853 - $212,453	-5,756 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$35.28 - $37.98 $9,031 - $9,722	256 Added 4.65%	5,756 $210,000
Q2 2021 Jul 20, 2021	SELL	$35.87 - $38.34 $12,662 - $13,534	-353 Reduced 6.03%	5,500 $202,000
Q1 2021 May 18, 2021	SELL	$33.6 - $35.9 $42,504 - $45,413	-1,265 Reduced 17.77%	5,853 $207,000
Q4 2020 Mar 09, 2021	BUY	$28.3 - $34.03 $201,439 - $242,225	7,118 New	7,118 $240,000

Others Institutions Holding SPDW

# of Institutions

1,042

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

Creative Planning Overland Park, KS

68.7M
Shares

$2.52 Billion
2.29% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

66.7M
Shares

$2.45 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

$807 Million
17.44% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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