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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$50.47 - $67.39 $1,867 - $2,493	37 Added 616.67%	43 $2,000
Q1 2022 May 17, 2022	BUY	$59.17 - $73.03 $355 - $438	6 New	6 $0

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.74 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.8 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$683 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$634 Million
0.04% of portfolio

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