Moser Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moser Wealth Advisors, LLC

$201 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	$22.87 - $29.3 $2,630 - $3,369	-115 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$28.52 - $31.66 $3,279 - $3,640	115 New	115 $4,000

Others Institutions Holding SPDW

# of Institutions

1,193

Shares Held

598M

Call Options Held

500

Put Options Held

13K

Creative Planning Overland Park, KS

113M
Shares

$4.93 Billion
3.74% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.61 Billion
4.84% of portfolio
Lpl Financial LLC Fort Mill, SC

34.1M
Shares

$1.49 Billion
0.46% of portfolio
Allworth Financial LP

32M
Shares

$1.4 Billion
6.42% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$769 Million
16.36% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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