Tci Wealth Advisors, Inc. Spdr Portfolio Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$49.61 - $55.36 $49 - $55	1 Added 0.28%	362 $20,000
Q4 2022 Feb 06, 2023	BUY	$49.14 - $55.07 $49 - $55	1 Added 0.28%	361 $18,000
Q3 2022 Nov 08, 2022	BUY	$50.1 - $61.86 $7,665 - $9,464	153 Added 73.91%	360 $18,000
Q2 2022 Jul 19, 2022	BUY	$50.47 - $67.39 $50 - $67	1 Added 0.49%	207 $11,000
Q3 2021 Oct 29, 2021	BUY	$63.23 - $68.45 $63 - $68	1 Added 0.49%	206 $13,000
Q4 2020 Jan 21, 2021	BUY	$48.59 - $55.29 $48 - $55	1 Added 0.49%	205 $11,000
Q2 2020 Jul 20, 2020	BUY	$34.16 - $45.45 $34 - $45	1 Added 0.49%	204 $9,000
Q1 2020 Apr 14, 2020	BUY	$31.23 - $45.63 $31 - $45	1 Added 0.5%	203 $7,000
Q4 2019 Jan 27, 2020	BUY	$37.77 - $42.13 $3,663 - $4,086	97 Added 92.38%	202 $8,000
Q3 2019 Oct 17, 2019	BUY	$38.67 - $39.55 $4,060 - $4,152	105 New	105 $4,000
Q1 2019 Apr 11, 2019	SELL	N/A	-3,515 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	N/A	3,515 New	3,515 $114,000

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.58 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.81 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.13 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$645 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$602 Million
0.04% of portfolio

About SPDR PORTFOLIO

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