Stratos Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Stratos Wealth Advisors, LLC

$2.03 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$29.85 - $31.38 $236,412 - $248,529	-7,920 Closed	0 $0
Q4 2021 Jan 14, 2022	SELL	$31.08 - $31.92 $52,276 - $53,689	-1,682 Reduced 17.52%	7,920 $249,000
Q3 2021 Oct 19, 2021	SELL	$30.98 - $31.82 $80,455 - $82,636	-2,597 Reduced 21.29%	9,602 $299,000
Q2 2021 Jul 19, 2021	SELL	$30.43 - $31.14 $35,329 - $36,153	-1,161 Reduced 8.69%	12,199 $380,000
Q1 2021 Apr 27, 2021	SELL	$30.22 - $31.24 $150,888 - $155,981	-4,993 Reduced 27.21%	13,360 $408,000
Q4 2020 Jan 29, 2021	BUY	$30.37 - $31.17 $192,697 - $197,773	6,345 Added 52.84%	18,353 $572,000
Q3 2020 Oct 29, 2020	SELL	$30.15 - $31.13 $15,919 - $16,436	-528 Reduced 4.21%	12,008 $371,000
Q2 2020 Jul 28, 2020	BUY	$29.06 - $30.16 $364,296 - $378,085	12,536 New	12,536 $378,000

Others Institutions Holding SPIP

# of Institutions

232

Shares Held

22.3M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.9 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$48 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.4 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.14M
Shares

$29.5 Million
0.68% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.9 Million
0.05% of portfolio

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