Sovereign Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sovereign Financial Group, Inc.

$426 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $236,414 - $285,352	9,199 New	9,199 $273,000

Others Institutions Holding SPDW

# of Institutions

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

Creative Planning Overland Park, KS

68.7M
Shares

$2.51 Billion
2.29% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

66.7M
Shares

$2.44 Billion
4.81% of portfolio
Allworth Financial LP

31.7M
Shares

$1.16 Billion
6.24% of portfolio
Lpl Financial LLC Fort Mill, SC

28M
Shares

$1.03 Billion
0.4% of portfolio
Auto Owners Insurance CO Lansing, MI

22M
Shares

$805 Million
17.44% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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