International Assets Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$34.2 - $36.64 $44,357 - $47,522	1,297 New	1,297 $45.5 Million
Q4 2023 Jan 24, 2024	BUY	$29.46 - $34.07 $161,322 - $186,567	5,476 New	5,476 $161,000

Others Institutions Holding SPDW

# of Institutions

943

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.16 Billion
4.72% 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

$975 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$629 Million
16.46% of portfolio

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