Tri Star Advisors Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tri Star Advisors Inc.

$5.9 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 13, 2022	SELL	$35.28 - $37.98 $200,214 - $215,536	-5,675 Closed	0 $0
Q3 2021 Oct 18, 2021	BUY	$35.68 - $38.17 $202,484 - $216,614	5,675 New	5,675 $209,000

Others Institutions Holding SPDW

# of Institutions

1,148

Shares Held

575M

Call Options Held

500

Put Options Held

200

Creative Planning Overland Park, KS

99.6M
Shares

$4.34 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.6 Billion
4.84% of portfolio
Allworth Financial LP

32M
Shares

$1.39 Billion
6.42% of portfolio
Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.31 Billion
0.43% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$766 Million
16.36% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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