Investment Research & Advisory Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Investment Research & Advisory Group, Inc.

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$28.57 - $34.74 $2,799 - $3,404	98 Added 42.24%	330 $10,000
Q4 2021 Jan 19, 2022	BUY	$35.28 - $37.98 $8,184 - $8,811	232 New	232 $8,000

Others Institutions Holding SPDW

# of Institutions

932

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

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

60.4M
Shares

$2.24 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$1.97 Billion
2.0% of portfolio
Allworth Financial LP

29.3M
Shares

$1.08 Billion
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1.03 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$651 Million
16.46% of portfolio

View Full List

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