Private Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Private Wealth Group, LLC

$184 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$25.7 - $31.02 $179,771 - $216,984	6,995 New	6,995 $207,000
Q2 2022 Jul 13, 2022	BUY	$28.57 - $34.74 $29,941 - $36,407	1,048 Added 4.13%	26,400 $761,000
Q1 2022 Apr 13, 2022	BUY	$31.42 - $36.91 $86,373 - $101,465	2,749 Added 12.16%	25,352 $869,000
Q4 2021 Jan 18, 2022	BUY	$35.28 - $37.98 $5,150 - $5,545	146 Added 0.65%	22,603 $825,000
Q3 2021 Oct 27, 2021	BUY	$35.68 - $38.17 $114,104 - $122,067	3,198 Added 16.61%	22,457 $813,000
Q2 2021 Aug 06, 2021	BUY	$35.87 - $38.34 $247,646 - $264,699	6,904 Added 55.88%	19,259 $709,000
Q1 2021 May 03, 2021	BUY	$33.6 - $35.9 $206,606 - $220,749	6,149 Added 99.08%	12,355 $437,000
Q4 2020 Feb 01, 2021	BUY	$28.3 - $34.03 $175,629 - $211,190	6,206 New	6,206 $209,000

Others Institutions Holding SPDW

# of Institutions

932

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

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

60.4M
Shares

$2.22 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$1.96 Billion
2.0% of portfolio
Allworth Financial LP

29.3M
Shares

$1.08 Billion
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1.02 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$647 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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