Pfs Partners, LLC Spdr Portfolio Transaction History

Pfs Partners, LLC

$177 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 30, 2023	SELL	$58.97 - $62.89 $3,243 - $3,458	-55 Closed	0 $20,000
Q2 2023 Nov 30, 2023	BUY	$54.76 - $61.01 $3,011 - $3,355	55 New	55 $3.37 Million

Others Institutions Holding SPYG

# of Institutions

1,094

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

$675 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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