Venturi Wealth Management, LLC Spdr Series Trust Spdr Nyse Te Transaction History

Venturi Wealth Management, LLC

$1.86 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$169.73 - $204.18 $1,018 - $1,225	6 New	6 $1,000
Q4 2023 Jan 23, 2024	BUY	$129.7 - $165.25 $1,426 - $1,817	11 New	11 $1,000

Others Institutions Holding XNTK

# of Institutions

180

Shares Held

2.88M

Call Options Held

0

Put Options Held

0

Auto Owners Insurance CO Lansing, MI

1.52M
Shares

$370 Million
8.29% of portfolio
Lpl Financial LLC Fort Mill, SC

186K
Shares

$45.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

151K
Shares

$36.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

115K
Shares

$28 Million
0.01% of portfolio
New Harbor Financial Group, LLC Leominster, MA

99.9K
Shares

$24.3 Million
5.49% of portfolio

About SPDR SERIES TRUST SPDR NYSE TE

Ticker XNTK
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