Harel Insurance Investments & Financial Services Ltd. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	BUY	$33.2 - $35.75 $29,880 - $32,175	900 Added 30.0%	3,900 $133,000
Q1 2023 May 02, 2023	BUY	$32.49 - $36.44 $32,490 - $36,440	1,000 Added 50.0%	3,000 $103,000
Q4 2022 Jan 26, 2023	BUY	$30.18 - $34.51 $60,360 - $69,020	2,000 New	2,000 $67,000

Others Institutions Holding SPEM

# of Institutions

812

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$902 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$724 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$378 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$247 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$247 Million
0.01% of portfolio

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