Neirg Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Neirg Wealth Management, LLC

$0
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$31.7 - $33.66 $857,548 - $910,570	27,052 Added 21.95%	150,319 $4.89 Million
Q1 2023 May 04, 2023	SELL	$29.83 - $32.71 $72,427 - $79,419	-2,428 Reduced 1.93%	123,267 $3.96 Million
Q4 2022 Feb 02, 2023	SELL	$25.7 - $31.02 $691,972 - $835,213	-26,925 Reduced 17.64%	125,695 $3.73 Million
Q3 2022 Nov 07, 2022	BUY	$25.67 - $30.93 $143,726 - $173,177	5,599 Added 3.81%	152,620 $3.94 Million
Q2 2022 Aug 04, 2022	BUY	$28.57 - $34.74 $97,995 - $119,158	3,430 Added 2.39%	147,021 $4.24 Million
Q1 2022 May 11, 2022	BUY	$31.42 - $36.91 $479,594 - $563,394	15,264 Added 11.89%	143,591 $4.92 Million
Q4 2021 Feb 07, 2022	BUY	$35.28 - $37.98 $4.53 Million - $4.87 Million	128,327 New	128,327 $4.68 Million

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$962 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$620 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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