Lvz, Inc. Spdr Portfolio Transaction History

Lvz, Inc.

$775 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$37.77 - $42.13 $23,001 - $25,657	-609 Reduced 1.56%	38,472 $1.61 Million
Q3 2019 Oct 22, 2019	BUY	$38.67 - $39.55 $100,967 - $103,265	2,611 Added 7.16%	39,081 $1.52 Million
Q2 2019 Jul 19, 2019	BUY	N/A	2,829 Added 8.41%	36,470 $1.41 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-6,946 Reduced 17.11%	33,641 $1.25 Million
Q4 2018 Jan 18, 2019	BUY	N/A	3,539 Added 9.55%	40,587 $1.32 Million
Q3 2018 Oct 19, 2018	BUY	N/A	310 Added 0.84%	37,048 $1.36 Million
Q2 2018 Aug 02, 2018	BUY	N/A	8,446 Added 29.85%	36,738 $1.29 Million
Q1 2018 Apr 25, 2018	BUY	N/A	28,292 New	28,292 $948,000

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

$2.67 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.76 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.12 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$666 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$618 Million
0.04% of portfolio

About SPDR PORTFOLIO

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