Sea Crest Wealth Management, LLC Spdr Portfolio Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$50.47 - $67.39 $99,123 - $132,353	1,964 New	1,964 $103,000

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.71 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.78 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.14 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$674 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$626 Million
0.04% of portfolio

About SPDR PORTFOLIO

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