Integrity Financial Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History

Integrity Financial Corp

$162 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$28.57 - $34.74 $57 - $69	2 Added 2.22%	92 $3,000
Q4 2021 Mar 17, 2022	BUY	$35.28 - $37.98 $3,175 - $3,418	90 New	90 $3,000

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.22 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.91 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$976 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$630 Million
16.39% of portfolio

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