Svb Wealth LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$28.6 - $35.75 $1,859 - $2,323	-65 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$28.88 - $32.23 $1,877 - $2,094	65 New	65 $2,000

Others Institutions Holding GWX

# of Institutions

235

Shares Held

14.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.12M
Shares

$43.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

836K
Shares

$32.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

605K
Shares

$23.4 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

524K
Shares

$20.2 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

512K
Shares

$19.8 Million
0.08% of portfolio

About SPDR INDEX SHS FD SPDR S&P INT

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