Mutual Advisors, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$27.5 - $28.16 $94,462 - $96,729	3,435 Added 4.32%	83,012 $2.33 Million
Q1 2024 May 02, 2024	BUY	$27.94 - $28.64 $148,193 - $151,906	5,304 Added 7.14%	79,577 $2.24 Million
Q4 2023 Jan 12, 2024	SELL	$27.05 - $28.64 $6.44 Million - $6.82 Million	-238,142 Reduced 76.23%	74,273 $2.12 Million
Q3 2023 Nov 13, 2023	SELL	$27.44 - $28.48 $2.52 Million - $2.61 Million	-91,738 Reduced 22.7%	312,415 $8.6 Million
Q2 2023 Jul 31, 2023	BUY	$28.28 - $29.26 $2.96 Million - $3.06 Million	104,633 Added 34.93%	404,153 $11.4 Million
Q1 2023 Apr 11, 2023	SELL	$27.87 - $29.16 $3.82 Million - $4 Million	-137,058 Reduced 31.39%	299,520 $8.67 Million
Q4 2022 Jan 12, 2023	BUY	$27.57 - $28.82 $6.4 Million - $6.69 Million	231,977 Added 113.38%	436,578 $0
Q3 2022 Nov 03, 2022	BUY	$27.87 - $30.06 $230,345 - $248,445	8,265 Added 4.21%	204,601 $5.76 Million
Q2 2022 Aug 15, 2022	BUY	$28.62 - $30.13 $114,136 - $120,158	3,988 Added 2.07%	196,336 $5.79 Million
Q1 2022 May 09, 2022	BUY	$30.11 - $31.87 $3.12 Million - $3.3 Million	103,552 Added 116.62%	192,348 $5.83 Million
Q4 2021 Feb 14, 2022	BUY	$31.85 - $32.4 $2.54 Million - $2.58 Million	79,656 Added 871.51%	88,796 $2.85 Million
Q3 2021 Nov 15, 2021	BUY	$32.26 - $32.83 $294,856 - $300,066	9,140 New	9,140 $295,000

Others Institutions Holding SPTI

# of Institutions

350

Shares Held

215M

Call Options Held

0

Put Options Held

800

Lpl Financial LLC Fort Mill, SC

36.8M
Shares

$1.03 Billion
0.49% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

34M
Shares

$952 Million
2.03% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$741 Million
10.12% of portfolio
Mather Group, Llc. Chicago, IL

8.73M
Shares

$245 Million
3.17% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.67M
Shares

$187 Million
0.05% of portfolio

About SPDR SER TR SPDR PORTFOLIO INT

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