Prospera Financial Services Inc Spdr Ser Tr Spdr Portfolio Tip Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$24.77 - $25.83 $466,320 - $486,275	18,826 Added 3.97%	492,711 $12.2 Million
Q2 2023 Aug 08, 2023	BUY	$25.7 - $26.69 $247,362 - $256,891	9,625 Added 2.07%	473,885 $12.2 Million
Q1 2023 May 12, 2023	BUY	$25.69 - $26.67 $2.75 Million - $2.85 Million	107,013 Added 29.95%	464,260 $12.4 Million
Q4 2022 Feb 08, 2023	BUY	$25.28 - $26.67 $9.03 Million - $9.53 Million	357,247 New	357,247 $9.2 Million
Q2 2022 Aug 08, 2022	SELL	$27.4 - $29.93 $672,615 - $734,721	-24,548 Reduced 9.87%	224,122 $6.17 Million
Q1 2022 May 04, 2022	BUY	$29.85 - $31.38 $480,823 - $505,469	16,108 Added 6.93%	248,670 $7.52 Million
Q4 2021 Feb 10, 2022	BUY	$31.08 - $31.92 $7.23 Million - $7.42 Million	232,562 New	232,562 $7.33 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-3,654 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	N/A	3,654 New	3,654 $202,000

Others Institutions Holding SPIP

# of Institutions

232

Shares Held

22.3M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.9 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$48 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.4 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.14M
Shares

$29.5 Million
0.68% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.9 Million
0.05% of portfolio

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