Strategic Asset Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Strategic Asset Management, LLC

$57.7 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	N/A	-1,041 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	N/A	422 Added 68.17%	1,041 $33,000
Q3 2021 Nov 04, 2021	BUY	N/A	619 New	619 $19,000

Others Institutions Holding SPIP

# of Institutions

252

Shares Held

35.2M

Call Options Held

1.3K

Put Options Held

21.7K

Lincoln National Corp

8.35M
Shares

$212 Million
3.42% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

3.54M
Shares

$89.9 Million
0.12% of portfolio
State Street Corp Boston, MA

1.99M
Shares

$50.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.62M
Shares

$41.3 Million
0.02% of portfolio
Great Valley Advisor Group, Inc.

1.19M
Shares

$30.3 Million
0.95% of portfolio

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