Personal Wealth Partners Spdr Portfolio Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$50.47 - $67.39 $4.23 Million - $5.65 Million	-83,837 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$59.17 - $73.03 $1.71 Million - $2.11 Million	28,942 Added 52.72%	83,837 $5.55 Million
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $1.07 Million - $1.24 Million	16,868 Added 44.36%	54,895 $3.98 Million
Q3 2021 Oct 20, 2021	BUY	$63.23 - $68.45 $167,875 - $181,734	2,655 Added 7.51%	38,027 $2.43 Million
Q2 2021 Jul 23, 2021	BUY	$57.17 - $63.06 $526,478 - $580,719	9,209 Added 35.2%	35,372 $2.23 Million
Q1 2021 Apr 20, 2021	BUY	$53.23 - $58.3 $595,217 - $651,910	11,182 Added 74.64%	26,163 $1.48 Million
Q4 2020 Feb 08, 2021	BUY	$48.59 - $55.29 $399,798 - $454,926	8,228 Added 121.84%	14,981 $828,000
Q3 2020 Nov 02, 2020	BUY	$45.36 - $54.05 $306,316 - $364,999	6,753 New	6,753 $338,000

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.71 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.78 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.14 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$674 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$626 Million
0.04% of portfolio

About SPDR PORTFOLIO

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