Lido Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lido Advisors, LLC

$17.8 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$31.7 - $33.66 $754,840 - $801,511	23,812 New	23,812 $774,000
Q2 2022 Aug 15, 2022	BUY	$28.57 - $34.74 $379,838 - $461,868	13,295 New	13,295 $383,000

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

$2.22 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$1.96 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

$1.02 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$647 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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