Global Wealth Management Investment Advisory, Inc. Spdr Portfolio Long Term Treas Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$31.38 - $37.78 $27,928 - $33,624	-890 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$36.82 - $41.14 $32,769 - $36,614	890 New	890 $34,000
Q4 2020 Feb 16, 2021	SELL	$44.43 - $46.75 $1,643 - $1,729	-37 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$46.15 - $48.99 $1,707 - $1,812	37 New	37 $2,000
Q3 2019 Nov 14, 2019	SELL	$39.22 - $41.24 $4,196 - $4,412	-107 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-145 Reduced 57.54%	107 $4,000
Q1 2019 May 10, 2019	SELL	N/A	-864 Reduced 77.42%	252 $9,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,116 New	1,116 $39,000

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.43 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.25 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.12 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$437 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$386 Million
0.14% of portfolio

View Full List

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