Institute For Wealth Management, Llc. Spdr Ser Tr Spdr Portfolio Int Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$30.99 - $33.13 $1,549 - $1,656	-50 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$30.86 - $31.54 $1,543 - $1,577	50 New	50 $2,000

Others Institutions Holding SPTI

# of Institutions

411

Shares Held

288M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

44.2M
Shares

$1.28 Billion
0.45% of portfolio
Municipal Employees' Retirement System Of Michigan

35.9M
Shares

$1.04 Billion
12.42% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

35.6M
Shares

$1.03 Billion
2.05% of portfolio
Bank Of America Corp Charlotte, NC

18.2M
Shares

$529 Million
0.04% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$311 Million
3.16% of portfolio

About SPDR SER TR SPDR PORTFOLIO INT

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