Mutual Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$36.57 - $39.7 $435,950 - $473,263	-11,921 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$37.48 - $39.36 $28,447 - $29,874	759 Added 6.8%	11,921 $463,000
Q3 2021 Nov 15, 2021	BUY	$37.97 - $40.74 $24,680 - $26,481	650 Added 6.18%	11,162 $424,000
Q2 2021 Aug 12, 2021	BUY	$38.39 - $41.14 $12,169 - $13,041	317 Added 3.11%	10,512 $414,000
Q1 2021 May 13, 2021	BUY	$36.33 - $38.6 $52,024 - $55,275	1,432 Added 16.34%	10,195 $389,000
Q4 2020 Feb 11, 2021	BUY	$32.49 - $37.03 $18,909 - $21,551	582 Added 7.11%	8,763 $320,000
Q3 2020 Nov 13, 2020	SELL	$33.28 - $35.28 $24,028 - $25,472	-722 Reduced 8.11%	8,181 $276,000
Q2 2020 Aug 05, 2020	BUY	$29.2 - $35.76 $259,967 - $318,371	8,903 New	8,903 $295,000
Q3 2019 Nov 01, 2019	SELL	$38.77 - $39.31 $1.12 Million - $1.13 Million	-28,822 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	28,822 New	28,822 $1.13 Million

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$32.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$27.4 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$12.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.3 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$7.67 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

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