Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Wealth Advisors Of Iowa, LLC

$2.42 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	SELL	$54.97 - $61.53 $3.77 Million - $4.23 Million	-68,672 Reduced 16.44%	349,090 $21.5 Million
Q4 2023 Feb 08, 2024	SELL	$48.29 - $56.08 $7.18 Million - $8.34 Million	-148,715 Reduced 26.25%	417,762 $23.4 Million
Q3 2023 Nov 07, 2023	SELL	$50.09 - $53.81 $799,035 - $858,377	-15,952 Reduced 2.74%	566,477 $28.5 Million
Q2 2023 Jul 25, 2023	BUY	$47.56 - $52.11 $10.1 Million - $11.1 Million	213,071 Added 57.69%	582,429 $30.4 Million
Q1 2023 May 09, 2023	BUY	$44.61 - $48.99 $3.6 Million - $3.95 Million	80,669 Added 27.94%	369,358 $17.8 Million
Q4 2022 Feb 10, 2023	SELL	$41.93 - $47.9 $1.08 Million - $1.23 Million	-25,649 Reduced 8.16%	288,689 $13 Million
Q3 2022 Nov 15, 2022	SELL	$41.99 - $50.54 $8.32 Million - $10 Million	-198,238 Reduced 38.67%	314,338 $13.2 Million
Q2 2022 Jul 28, 2022	BUY	$43.16 - $53.73 $348,473 - $433,816	8,074 Added 1.6%	512,576 $22.7 Million
Q1 2022 May 10, 2022	BUY	$48.98 - $56.19 $24.1 Million - $27.7 Million	492,937 Added 4262.32%	504,502 $26.8 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $56.16 $583,222 - $649,490	11,565 New	11,565 $646,000

Others Institutions Holding SPLG

# of Institutions

1,094

Shares Held

435M

Call Options Held

169K

Put Options Held

165K

Betterment LLC New York, NY

42.7M
Shares

$2.87 Billion
7.08% of portfolio
Lpl Financial LLC Fort Mill, SC

32.1M
Shares

$2.16 Billion
1.05% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$1.92 Billion
1.95% of portfolio
Advance Capital Management, Inc. Southfield, MI

13.6M
Shares

$912 Million
50.45% of portfolio
Jpmorgan Chase & CO New York, NY

11.3M
Shares

$757 Million
0.06% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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