Kore Private Wealth LLC Spdr Portfolio Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$50.47 - $67.39 $746,956 - $997,372	-14,800 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$59.17 - $73.03 $875,716 - $1.08 Million	14,800 New	14,800 $980,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.8 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.84 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.17 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$697 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$646 Million
0.04% of portfolio

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