Tarbox Family Office, Inc. Spdr Portfolio Transaction History

Tarbox Family Office, Inc.

$609 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 31, 2020	SELL	$37.77 - $42.13 $55,824 - $62,268	-1,478 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	$38.67 - $39.55 $57,154 - $58,454	1,478 New	1,478 $57,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.67 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.76 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.12 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$666 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$618 Million
0.04% of portfolio

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