Selective Wealth Management, Inc. Spdr Portfolio Long Term Treas Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$31.38 - $37.78 $15,941 - $19,192	508 Added 10160.0%	513 $17,000
Q1 2022 Apr 20, 2022	BUY	$36.82 - $41.14 $184 - $205	5 New	5 $0

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.48 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.29 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.16 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$453 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$401 Million
0.14% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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