Morningstar Investment Services LLC Spdr Portfolio Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $684,282 - $806,181	9,959 New	9,959 $804,000

Others Institutions Holding SPYG

# of Institutions

1,088

Shares Held

284M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.75 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.84 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$656 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$612 Million
0.04% of portfolio

About SPDR PORTFOLIO

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