Tennessee Valley Asset Management Partners Spdr Ser Tr Spdr Portfolio Cor Transaction History

Tennessee Valley Asset Management Partners

$610 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$28.13 - $28.99 $56,597 - $58,327	-2,012 Reduced 16.58%	10,124 $290,000
Q1 2024 Apr 22, 2024	BUY	$28.68 - $29.47 $348,060 - $357,647	12,136 New	12,136 $353,000
Q4 2023 Jan 29, 2024	BUY	$26.77 - $29.6 $173,630 - $191,985	6,486 New	6,486 $190,000
Q1 2023 Apr 17, 2023	BUY	$28.24 - $29.83 $305,189 - $322,372	10,807 New	10,807 $316,000

Others Institutions Holding SPBO

# of Institutions

155

Shares Held

43.6M

Call Options Held

900

Put Options Held

100

Adviser Investments LLC

13.4M
Shares

$384 Million
5.06% of portfolio
Lpl Financial LLC Fort Mill, SC

3.19M
Shares

$91.5 Million
0.04% of portfolio
St Germain D J CO Inc Springfield, MA

2.47M
Shares

$70.9 Million
3.5% of portfolio
Nepc LLC Boston, MA

2.46M
Shares

$70.7 Million
2.23% of portfolio
Bank Of America Corp Charlotte, NC

2.27M
Shares

$65.2 Million
0.01% of portfolio

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About SPDR SER TR SPDR PORTFOLIO COR

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