Mine & Arao Wealth Creation & Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$27.12 - $41.81 $50,388 - $77,682	-1,858 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$35.63 - $39.97 $66,200 - $74,264	1,858 New	1,858 $74,000

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$639 Million
0.28% of portfolio
Huntington National Bank Columbus, OH

3.51M
Shares

$257 Million
1.82% of portfolio
Cwm, LLC

3.4M
Shares

$249 Million
1.02% of portfolio
Private Advisor Group, LLC

2.95M
Shares

$216 Million
1.32% of portfolio
Envestnet Asset Management Inc

2.67M
Shares

$196 Million
0.06% of portfolio

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