Harvest Group Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 11, 2018	SELL	N/A	-566,658 Closed	0 $0
Q4 2017 Mar 29, 2018	BUY	N/A	566,658	566,658 $20.7 Million

Others Institutions Holding SPTL

# of Institutions

460

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.48 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.29 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.16 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$453 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$401 Million
0.14% of portfolio

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