Source Financial Advisors LLC Spdr Portfolio Short Term Trea Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	BUY	$28.59 - $29.06 $1.41 Million - $1.44 Million	49,381 New	49,381 $1.43 Million

Others Institutions Holding SPTS

# of Institutions

400

Shares Held

177M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$651 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$631 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$394 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$350 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$269 Million
10.18% of portfolio

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