Lloyd Advisory Services, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $1.23 Million - $1.34 Million	39,868 New	39,868 $1.24 Million

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$961 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$619 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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