Hofer & Associates. Inc Spdr Portfolio Long Term Treas Transaction History

Hofer & Associates. Inc

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	SELL	$29.25 - $31.5 $14,537 - $15,655	-497 Reduced 6.64%	6,985 $208,000
Q4 2022 Jan 26, 2023	BUY	$27.04 - $31.56 $202,313 - $236,131	7,482 New	7,482 $0

Others Institutions Holding SPTL

# of Institutions

461

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.47 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

$450 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$398 Million
0.14% of portfolio

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