Smart Wealth LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 13, 2024	SELL	$25.19 - $26.39 $171,795 - $179,979	-6,820 Reduced 23.8%	21,840 $574 Million
Q2 2024 Dec 13, 2024	SELL	$25.0 - $25.54 $105,775 - $108,059	-4,231 Reduced 12.86%	28,660 $729 Million
Q1 2024 Dec 13, 2024	SELL	$25.3 - $25.89 $1.26 Million - $1.29 Million	-49,972 Reduced 60.31%	32,891 $843 Million
Q4 2023 Dec 13, 2024	SELL	$24.42 - $25.87 $1.37 Million - $1.45 Million	-56,065 Reduced 40.36%	82,863 $2.12 Billion
Q3 2023 Dec 13, 2024	BUY	$24.77 - $25.83 $141,065 - $147,101	5,695 Added 4.27%	138,928 $3.45 Billion
Q2 2023 Dec 13, 2024	BUY	$25.7 - $26.69 $378,663 - $393,250	14,734 Added 12.43%	133,233 $3.44 Billion
Q1 2023 Dec 13, 2024	BUY	$25.69 - $26.67 $1.32 Million - $1.37 Million	51,355 Added 76.48%	118,499 $3.16 Billion
Q4 2022 Dec 13, 2024	BUY	$25.28 - $26.67 $1.7 Million - $1.79 Million	67,144 New	67,144 $1.73 Billion

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.5 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.3 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.14M
Shares

$29.4 Million
0.68% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.8 Million
0.05% of portfolio

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