Theory Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Theory Financial LLC

$196 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	N/A	-8,747 Closed	0 $0
Q1 2022 May 12, 2022	BUY	N/A	8,747 New	8,747 $338,000

Others Institutions Holding SPEM

# of Institutions

744

Shares Held

185M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

24.5M
Shares

$942 Million
0.98% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.8M
Shares

$682 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

8.95M
Shares

$344 Million
0.18% of portfolio
Allworth Financial LP

6.06M
Shares

$233 Million
1.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.42M
Shares

$208 Million
0.6% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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