Mgo Private Wealth, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Mgo Private Wealth, LLC

$158 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$27.57 - $28.82 $144,246 - $150,786	-5,232 Reduced 28.09%	13,396 $378,000
Q3 2022 Nov 14, 2022	BUY	$27.87 - $30.06 $519,162 - $559,957	18,628 New	18,628 $524,000

Others Institutions Holding SPTI

# of Institutions

330

Shares Held

188M

Call Options Held

12.3K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

33.4M
Shares

$973 Million
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

30.5M
Shares

$887 Million
1.9% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$770 Million
10.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.51M
Shares

$190 Million
0.05% of portfolio
Merit Financial Group, LLC

4.66M
Shares

$136 Million
2.81% of portfolio

About SPDR SER TR SPDR PORTFOLIO INT

Ticker SPTI
Sector ETFs
Industry ETFs

More about SPTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgo Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.