Steward Partners Investment Advisory, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$86.22 - $101.67 $26,814 - $31,619	311 New	311 $31,000
Q4 2022 Feb 15, 2023	BUY	$91.17 - $99.03 $273 - $297	3 New	3 $0

Others Institutions Holding ONEY

# of Institutions

98

Shares Held

5.96M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

3.31M
Shares

$341 Million
5.32% of portfolio
Lpl Financial LLC Fort Mill, SC

598K
Shares

$61.6 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

445K
Shares

$45.8 Million
0.01% of portfolio
Creative Planning Overland Park, KS

246K
Shares

$25.4 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

170K
Shares

$17.5 Million
0.03% of portfolio

About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
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