Insight 2811, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Insight 2811, Inc.

$191 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$43.16 - $53.73 $274,540 - $341,776	-6,361 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$48.98 - $56.19 $61,665 - $70,743	-1,259 Reduced 16.52%	6,361 $338,000
Q4 2021 Feb 01, 2022	SELL	$50.43 - $56.16 $9,732 - $10,838	-193 Reduced 2.47%	7,620 $425,000
Q3 2021 Nov 04, 2021	SELL	$49.95 - $53.29 $25,674 - $27,391	-514 Reduced 6.17%	7,813 $394,000
Q2 2021 Aug 04, 2021	BUY	$47.08 - $50.33 $152,209 - $162,716	3,233 Added 63.47%	8,327 $419,000
Q1 2021 Apr 29, 2021	SELL	$43.36 - $46.72 $28,617 - $30,835	-660 Reduced 11.47%	5,094 $237,000
Q4 2020 Jan 29, 2021	SELL	$38.37 - $43.96 $5,832 - $6,681	-152 Reduced 2.57%	5,754 $253,000
Q3 2020 Oct 20, 2020	BUY	$36.49 - $42.03 $215,509 - $248,229	5,906 New	5,906 $232,000
Q1 2020 May 05, 2020	SELL	$26.14 - $39.79 $173,229 - $263,688	-6,627 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$33.81 - $37.94 $224,058 - $251,428	6,627 New	6,627 $251,000

Others Institutions Holding SPLG

# of Institutions

1,094

Shares Held

435M

Call Options Held

169K

Put Options Held

165K

Betterment LLC New York, NY

42.7M
Shares

$2.86 Billion
7.08% of portfolio
Lpl Financial LLC Fort Mill, SC

32.1M
Shares

$2.15 Billion
1.05% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$1.91 Billion
1.95% of portfolio
Advance Capital Management, Inc. Southfield, MI

13.6M
Shares

$908 Million
50.45% of portfolio
Jpmorgan Chase & CO New York, NY

11.3M
Shares

$753 Million
0.06% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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