Idaho Trust Bank Spdr Portfolio Transaction History

Idaho Trust Bank

$104 Billion
Q1 2024

A detailed history of Idaho Trust Bank transactions in Spdr Portfolio stock. As of the latest transaction made, Idaho Trust Bank holds 12,773 shares of SPYG stock, worth $1.02 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

12,773

Holding current value

$1.02 Million

% of portfolio

0.9%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$63.12 - $73.73 $806,231 - $941,753	12,773 New	12,773 $934 Million

Others Institutions Holding SPYG

# of Institutions

993

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.25 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.74 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.02 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$632 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$596 Million
12.32% of portfolio

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