Uma Financial Services, Inc. Spdr Ser Tr Spdr Portfolio Int Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$28.62 - $30.13 $207,924 - $218,894	-7,265 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$30.11 - $31.87 $1,595 - $1,689	53 Added 0.73%	7,265 $215,000
Q4 2021 Jan 11, 2022	BUY	$31.85 - $32.4 $159 - $162	5 Added 0.07%	7,212 $228,000
Q2 2021 Jul 23, 2021	BUY	$32.08 - $32.55 $231,200 - $234,587	7,207 New	7,207 $236,000
Q1 2021 Apr 06, 2021	SELL	$32.08 - $33.07 $198,029 - $204,141	-6,173 Closed	0 $0
Q4 2020 Feb 19, 2021	BUY	$32.89 - $33.24 $203,029 - $205,190	6,173 New	6,173 $202,000
Q1 2020 Apr 23, 2020	SELL	$30.99 - $33.13 $317,492 - $339,416	-10,245 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$30.86 - $31.54 $308 - $315	10 Added 0.1%	10,245 $318,000
Q3 2019 Nov 26, 2019	BUY	$30.88 - $31.32 $316,056 - $320,560	10,235 New	10,235 $319,000

Others Institutions Holding SPTI

# of Institutions

407

Shares Held

255M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

38.2M
Shares

$1.1 Billion
0.44% of portfolio
Municipal Employees' Retirement System Of Michigan

35.9M
Shares

$1.03 Billion
12.42% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

35.8M
Shares

$1.03 Billion
2.2% of portfolio
Mather Group, Llc. Chicago, IL

10.3M
Shares

$298 Million
3.2% of portfolio
Richard Bernstein Advisors LLC

8.25M
Shares

$237 Million
5.91% of portfolio

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