M Holdings Securities, Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$26.89 - $30.1 $291,702 - $326,524	-10,848 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$28.27 - $28.74 $306,672 - $311,771	10,848 New	10,848 $310,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.3 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.8 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.4 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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