L.M. Kohn & Company Spdr Ser Tr Fds Spdr Portfolio Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$28.57 - $34.74 $453,120 - $550,976	-15,860 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$31.42 - $36.91 $498,321 - $585,392	15,860 New	15,860 $544,000

Others Institutions Holding SPDW

# of Institutions

959

Shares Held

489M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.15 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.85 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.04 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$945 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$609 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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