Sequent Planning LLC Spdr Portfolio Short Term Trea Transaction History

Sequent Planning LLC

$290 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$28.65 - $28.88 $6,704 - $6,757	234 Added 0.67%	35,190 $1.01 Billion
Q1 2024 May 14, 2024	BUY	$28.84 - $29.16 $1.01 Million - $1.02 Million	34,956 New	34,956 $1.01 Billion

Others Institutions Holding SPTS

# of Institutions

403

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$647 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$627 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$391 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$348 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$267 Million
10.18% of portfolio

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