Intelligence Driven Advisers, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Intelligence Driven Advisers, LLC

$706 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	BUY	$54.48 - $58.88 $627,173 - $677,826	11,512 New	11,512 $664,000
Q3 2020 Oct 09, 2020	SELL	$39.86 - $45.37 $505,544 - $575,427	-12,683 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$32.02 - $41.32 $18,891 - $24,378	-590 Reduced 4.45%	12,683 $505,000
Q1 2020 Sep 04, 2020	BUY	$29.16 - $44.16 $81,735 - $123,780	2,803 Added 26.77%	13,273 $446,000
Q4 2019 Sep 04, 2020	BUY	$38.77 - $43.22 $148,954 - $166,051	3,842 Added 57.97%	10,470 $450,000
Q3 2019 Sep 04, 2020	BUY	$39.76 - $40.54 $263,529 - $268,699	6,628 New	6,628 $265,000
Q2 2019 Sep 04, 2020	SELL	N/A	-6,113 Closed	0 $0
Q1 2019 Sep 04, 2020	SELL	N/A	-182 Reduced 2.89%	6,113 $477,000
Q4 2018 Sep 04, 2020	BUY	N/A	6,295 New	6,295 $438,000

Others Institutions Holding SPGM

# of Institutions

131

Shares Held

9.88M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$153 Million
0.07% of portfolio
Sequoia Financial Advisors, LLC

1.31M
Shares

$84.8 Million
0.99% of portfolio
Private Advisor Group, LLC

858K
Shares

$55.5 Million
0.35% of portfolio
Mariner, LLC Overland Park, KS

428K
Shares

$27.7 Million
0.05% of portfolio
Advance Capital Management, Inc. Southfield, MI

406K
Shares

$26.2 Million
1.43% of portfolio

About SPDR INDEX SHS FDS S SPDR PORT

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