Rda Financial Network Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rda Financial Network

$317 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$31.42 - $36.91 $178,182 - $209,316	-5,671 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$35.28 - $37.98 $168,955 - $181,886	-4,789 Reduced 45.78%	5,671 $207,000
Q3 2021 Oct 29, 2021	SELL	$35.68 - $38.17 $321 - $343	-9 Reduced 0.09%	10,460 $379,000
Q2 2021 Jul 13, 2021	SELL	$35.87 - $38.34 $33,933 - $36,269	-946 Reduced 8.29%	10,469 $385,000
Q1 2021 May 06, 2021	SELL	$33.6 - $35.9 $28,156 - $30,084	-838 Reduced 6.84%	11,415 $404,000
Q4 2020 Feb 05, 2021	SELL	$28.3 - $34.03 $16,300 - $19,601	-576 Reduced 4.49%	12,253 $414,000
Q3 2020 Oct 13, 2020	BUY	$27.73 - $30.19 $1,358 - $1,479	49 Added 0.38%	12,829 $375,000
Q2 2020 Jul 14, 2020	BUY	$22.87 - $29.3 $3,201 - $4,102	140 Added 1.11%	12,780 $353,000
Q1 2020 Apr 06, 2020	SELL	$20.71 - $31.78 $818,542 - $1.26 Million	-39,524 Reduced 75.77%	12,640 $303,000
Q4 2019 Jan 30, 2020	SELL	$28.52 - $31.66 $1,853 - $2,057	-65 Reduced 0.12%	52,164 $1.62 Million
Q3 2019 Nov 20, 2019	SELL	$29.1 - $29.66 $66,726 - $68,010	-2,293 Reduced 4.21%	52,229 $1.61 Million
Q2 2019 Jul 09, 2019	BUY	N/A	2,258 Added 4.32%	54,522 $1.61 Million
Q1 2019 Apr 30, 2019	BUY	N/A	52,264 New	52,264 $1.57 Million

Others Institutions Holding SPDW

# of Institutions

938

Shares Held

484M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.91 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$996 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$628 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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