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

Moser Wealth Advisors, LLC

$182 Million
Q2 2024

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

933

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

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

60.4M
Shares

$2.28 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$2.01 Billion
2.0% of portfolio
Allworth Financial LP

29.3M
Shares

$1.11 Billion
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1.05 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$663 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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