Mine & Arao Wealth Creation & Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	BUY	$34.55 - $37.33 $34 - $37	1 Added 0.68%	149 $5,000
Q1 2023 May 09, 2023	BUY	$31.18 - $96.11 $3,086 - $9,514	99 Added 202.04%	148 $4,000
Q1 2022 May 13, 2022	BUY	$33.94 - $39.42 $33 - $39	1 Added 2.08%	49 $5,000
Q2 2021 Aug 09, 2021	BUY	$33.06 - $35.38 $1,586 - $1,698	48 New	48 $5,000

Others Institutions Holding SPYX

# of Institutions

224

Shares Held

18.3M

Call Options Held

Put Options Held

225K

Windmill Hill Asset Management LTD

2.8M
Shares

$135 Million
73.93% of portfolio
Choate Investment Advisors Boston, MA

2.67M
Shares

$129 Million
3.24% of portfolio
Betterment LLC New York, NY

1.97M
Shares

$94.9 Million
0.22% of portfolio
Partners Capital Investment Group, LLP Boston, MA

907K
Shares

$43.7 Million
0.73% of portfolio
Lake Street Advisors Group, LLC

873K
Shares

$42.1 Million
1.94% of portfolio

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