Us Advisors Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Us Advisors Wealth Management, LLC

$265 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	N/A	-7,407 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	N/A	-20,091 Reduced 73.06%	7,407 $249,000
Q4 2019 Feb 14, 2020	SELL	N/A	-558,311 Reduced 95.31%	27,498 $1.18 Million
Q3 2019 Nov 07, 2019	BUY	N/A	440,153 Added 302.19%	585,809 $23.4 Million
Q2 2019 Aug 09, 2019	BUY	N/A	3,491 Added 2.46%	145,656 $11.6 Million

Q1 2019 May 06, 2019	BUY	N/A	4,637 Added 3.37%	142,165 $11.1 Million
Q4 2018 Feb 08, 2019	BUY	N/A	881 Added 0.64%	137,528 $9.58 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-67,532 Reduced 33.07%	136,647 $11.1 Million
Q2 2018 Oct 10, 2018	BUY	N/A	71,799 Added 54.24%	204,179 $10.4 Million
Q1 2018 Apr 18, 2018	BUY	N/A	8,930 Added 7.23%	132,380 $10.4 Million
Q4 2017 Mar 28, 2018	BUY	N/A	123,450	123,450 $0

Others Institutions Holding SPGM

# of Institutions

124

Shares Held

9.71M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$139 Million
0.07% of portfolio
Sequoia Financial Advisors, LLC

1.31M
Shares

$80.3 Million
0.99% of portfolio
Private Advisor Group, LLC

848K
Shares

$51.9 Million
0.37% of portfolio
Legal & General Group PLC London, X0

420K
Shares

$25.7 Million
0.01% of portfolio
Advance Capital Management, Inc. Southfield, MI

406K
Shares

$24.8 Million
1.43% of portfolio

About SPDR INDEX SHS FDS S SPDR PORT

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