Gratus Capital LLC Spdr Portfolio Transaction History

Gratus Capital LLC

$2.39 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$34.16 - $45.45 $717,667 - $954,859	-21,009 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$31.23 - $45.63 $656,111 - $958,640	21,009 New	21,009 $751,000

Others Institutions Holding SPYG

# of Institutions

1,125

Shares Held

283M

Call Options Held

399K

Put Options Held

207K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.82 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.85 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.18 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$702 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$652 Million
0.04% of portfolio

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