Retirement Planning CO Of New England, Inc. Spdr Portfolio Transaction History

Retirement Planning CO Of New England, Inc.

$181 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$59.17 - $73.03 $44,850 - $55,356	-758 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$63.39 - $73.48 $48,049 - $55,697	758 New	758 $54,000

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.58 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.81 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.13 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$645 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$602 Million
0.04% of portfolio

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