Polaris Wealth Advisory Group, LLC Spdr Portfolio Short Term Trea Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-442 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	442 New	442 $13,000

Others Institutions Holding SPTS

# of Institutions

400

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$650 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$630 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$393 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$349 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$268 Million
10.18% of portfolio

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