Stokes Family Office, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Stokes Family Office, LLC

$883 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$31.7 - $33.66 $384,013 - $407,757	12,114 New	12,114 $394,000

Others Institutions Holding SPDW

# of Institutions

957

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.13 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.84 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.03 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$940 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$606 Million
16.39% of portfolio

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