Moneywise, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$29.46 - $34.07 $16,880 - $19,522	-573 Reduced 7.06%	7,542 $256,000
Q3 2023 Oct 23, 2023	BUY	$30.88 - $33.58 $4,045 - $4,398	131 Added 1.64%	8,115 $251,000
Q2 2023 Jul 24, 2023	BUY	$31.7 - $33.66 $3,233 - $3,433	102 Added 1.29%	7,984 $259,000
Q1 2023 Apr 21, 2023	BUY	$29.83 - $32.71 $3,012 - $3,303	101 Added 1.3%	7,882 $253,000
Q4 2022 Jan 30, 2023	BUY	$25.7 - $31.02 $199,971 - $241,366	7,781 New	7,781 $231,000
Q2 2022 Aug 02, 2022	BUY	$28.57 - $34.74 $23,370 - $28,417	818 Added 11.96%	7,655 $221,000
Q1 2022 Apr 20, 2022	BUY	$31.42 - $36.91 $62 - $73	2 Added 0.03%	6,837 $234,000
Q4 2021 Jan 12, 2022	BUY	$35.28 - $37.98 $1,728 - $1,861	49 Added 0.72%	6,835 $249,000
Q3 2021 Oct 12, 2021	BUY	$35.68 - $38.17 $1,070 - $1,145	30 Added 0.44%	6,786 $246,000
Q2 2021 Jul 22, 2021	BUY	$35.87 - $38.34 $5,631 - $6,019	157 Added 2.38%	6,756 $249,000
Q1 2021 Apr 14, 2021	SELL	$33.6 - $35.9 $27,921 - $29,832	-831 Reduced 11.18%	6,599 $233,000
Q4 2020 Jan 15, 2021	BUY	$28.3 - $34.03 $1,981 - $2,382	70 Added 0.95%	7,430 $251,000
Q2 2020 Jul 10, 2020	BUY	$22.87 - $29.3 $168,323 - $215,648	7,360 New	7,360 $203,000

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.9 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$994 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$627 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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