Heritage Financial Services, LLC Spdr Ser Tr Spdr Portfolio Int Call Options Transaction History

Heritage Financial Services, LLC

$732 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPTI

# of Institutions

344

Shares Held

205M

Call Options Held

0

Put Options Held

800

Lpl Financial LLC Fort Mill, SC

36.8M
Shares

$1.02 Billion
0.49% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

34M
Shares

$945 Million
2.03% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$735 Million
10.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.67M
Shares

$185 Million
0.05% of portfolio
Mather Group, Llc. Chicago, IL

6M
Shares

$167 Million
2.25% of portfolio

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