Spire Wealth Management Spdr Bloomberg Emerging Market Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$20.47 - $21.05 $20,040 - $20,607	979 New	979 $20,000
Q1 2023 May 09, 2023	BUY	$20.48 - $21.75 $42,659 - $45,305	2,083 New	2,083 $44,000
Q2 2022 Jul 22, 2022	SELL	$20.22 - $22.75 $15,306 - $17,221	-757 Reduced 88.02%	103 $2,000
Q1 2022 Apr 18, 2022	BUY	$22.05 - $24.55 $15,148 - $16,865	687 Added 397.11%	860 $20,000
Q4 2021 Jan 14, 2022	BUY	$24.17 - $25.36 $435 - $456	18 Added 11.61%	173 $4,000
Q3 2021 Oct 22, 2021	SELL	$25.22 - $26.36 $12,912 - $13,496	-512 Reduced 76.76%	155 $4,000
Q2 2021 Jul 26, 2021	BUY	$26.07 - $27.02 $11,053 - $11,456	424 Added 174.49%	667 $18,000
Q1 2021 May 21, 2021	BUY	$25.87 - $28.16 $6,286 - $6,842	243 New	243 $6,000

Others Institutions Holding EBND

# of Institutions

191

Shares Held

89.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

49.6M
Shares

$1.05 Billion
0.19% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

19.3M
Shares

$408 Million
1.43% of portfolio
Personal Capital Advisors Corp

4.5M
Shares

$94.8 Million
0.45% of portfolio
State Street Corp Boston, MA

3.03M
Shares

$63.8 Million
0.0% of portfolio
Sei Investments CO Oaks, PA

2.71M
Shares

$57.1 Million
0.08% of portfolio

About SPDR BLOOMBERG EMERGING MARKET

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