Global Strategic Investment Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History

Global Strategic Investment Solutions, LLC

$813 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$22.11 - $35.37 $483,214 - $773,011	-21,855 Closed	0 $0
Q4 2019 Mar 06, 2020	BUY	$30.96 - $35.07 $3,870 - $4,383	125 Added 0.58%	21,855 $763,000
Q3 2019 Mar 06, 2020	BUY	$31.79 - $32.44 $690,796 - $704,921	21,730 New	21,730 $694,000

Others Institutions Holding SPYV

# of Institutions

1,015

Shares Held

410M

Call Options Held

352K

Put Options Held

41.6K

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

76.7M
Shares

$4.03 Billion
8.32% of portfolio
Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$2.06 Billion
0.95% of portfolio
Allworth Financial LP

20.4M
Shares

$1.07 Billion
6.01% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$661 Million
0.22% of portfolio
Morgan Stanley New York, NY

9.59M
Shares

$504 Million
0.04% of portfolio

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