Spire Wealth Management Spdr S&P Kensho Intelligent St Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$32.01 - $41.75 $6,402 - $8,350	-200 Closed	0 $0
Q1 2021 May 21, 2021	BUY	$41.63 - $46.46 $8,326 - $9,292	200 New	200 $9,000

Others Institutions Holding SIMS

# of Institutions

16

Shares Held

77.4K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

14.9K
Shares

$516,291
0.37% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2K
Shares

$421,873
0.0% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

11K
Shares

$378,466
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

9.23K
Shares

$318,954
0.03% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

6.89K
Shares

$238,049
0.0% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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