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

Moser Wealth Advisors, LLC

$190 Million
Q3 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

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.19 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.89 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.06 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$965 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$622 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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