Mfa Wealth Advisors, LLC Spdr Portfolio Transaction History

Mfa Wealth Advisors, LLC

$371 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$45.36 - $54.05 $6,350 - $7,567	-140 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$34.16 - $45.45 $4,782 - $6,363	140 New	140 $0

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.71 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.78 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.14 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$674 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$626 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
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