Spire Wealth Management Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$32.3 - $33.77 $64,599 - $67,540	-2,000 Reduced 90.33%	214 $6,000
Q1 2023 May 09, 2023	BUY	$32.33 - $37.04 $64,660 - $74,080	2,000 Added 934.58%	2,214 $75,000
Q3 2022 Nov 07, 2022	SELL	$34.21 - $38.59 $24,631 - $27,784	-720 Reduced 77.09%	214 $7,000
Q2 2022 Jul 22, 2022	SELL	$34.49 - $38.69 $15,417 - $17,294	-447 Reduced 32.37%	934 $33,000
Q1 2022 Apr 18, 2022	SELL	$37.66 - $42.71 $234,320 - $265,741	-6,222 Reduced 81.84%	1,381 $54,000
Q4 2021 Jan 14, 2022	BUY	$42.1 - $43.53 $295,331 - $305,362	7,015 Added 1193.03%	7,603 $326,000
Q3 2021 Oct 22, 2021	BUY	$43.1 - $44.18 $12,714 - $13,033	295 Added 100.68%	588 $26,000
Q2 2021 Jul 26, 2021	BUY	$42.87 - $44.22 $12,560 - $12,956	293 New	293 $13,000

Others Institutions Holding PSK

# of Institutions

181

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$32.4 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$29 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$28.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$26.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$24.1 Million
99.49% of portfolio

About SPDR SER TR SPDR ICE PFD SEC E

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