Naviter Wealth, LLC Spdr Portfolio Transaction History

Naviter Wealth, LLC

$662 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$50.1 - $61.86 $290,580 - $358,788	5,800 New	5,800 $291,000

Others Institutions Holding SPYG

# of Institutions

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.46 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.72 Billion
3.76% of portfolio
Allworth Financial LP

12.9M
Shares

$1.06 Billion
6.7% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$988 Million
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$614 Million
0.17% of portfolio

About SPDR PORTFOLIO

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