Wealthpoint, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	SELL	$28.28 - $29.26 $643,709 - $666,016	-22,762 Reduced 68.86%	10,292 $291,000
Q1 2023 Apr 20, 2023	BUY	$27.87 - $29.16 $921,214 - $963,854	33,054 New	33,054 $956,000
Q3 2020 Nov 09, 2020	SELL	$33.14 - $33.38 $1.28 Million - $1.29 Million	-38,656 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$32.86 - $33.23 $1.27 Million - $1.28 Million	38,656 New	38,656 $1.28 Million
Q3 2019 Nov 14, 2019	SELL	$30.88 - $31.32 $438,897 - $445,151	-14,213 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	14,213 New	14,213 $878,000
Q1 2019 May 16, 2019	SELL	N/A	-118 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	118 New	118 $7,000

Others Institutions Holding SPTI

# of Institutions

330

Shares Held

188M

Call Options Held

12.3K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

33.4M
Shares

$973 Million
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

30.5M
Shares

$887 Million
1.9% of portfolio
Municipal Employees' Retirement System Of Michigan

26.4M
Shares

$770 Million
10.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.51M
Shares

$190 Million
0.05% of portfolio
Merit Financial Group, LLC

4.66M
Shares

$136 Million
2.81% of portfolio

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