Mycio Wealth Partners, LLC Spdr Portfolio Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$31.23 - $45.63 $834,559 - $1.22 Million	-26,723 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$37.77 - $42.13 $4,305 - $4,802	-114 Reduced 0.42%	26,723 $1.12 Million
Q3 2019 Nov 12, 2019	BUY	$38.67 - $39.55 $309 - $316	8 Added 0.03%	26,837 $1.04 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-1,037 Reduced 3.72%	26,829 $1.04 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-2,805 Reduced 9.15%	27,866 $1.04 Million
Q4 2018 Jan 22, 2019	BUY	N/A	6,667 Added 27.77%	30,671 $997,000
Q3 2018 Oct 25, 2018	BUY	N/A	7 Added 0.03%	24,004 $918,000
Q2 2018 Jul 19, 2018	BUY	N/A	2,079 Added 9.49%	23,997 $843,000
Q4 2017 Jan 31, 2018	BUY	N/A	16,337 Added 292.73%	21,918 $723,000
Q3 2017 Oct 19, 2017	SELL	N/A	-132 Reduced 2.31%	5,581 $692,000
Q2 2017 Aug 08, 2017	BUY	N/A	5,713	5,713 $650,000

Others Institutions Holding SPYG

# of Institutions

1,098

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.81 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.84 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.18 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$699 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$648 Million
0.04% of portfolio

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