Wealth Shield Partners, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	N/A	-240 Closed	0 $0
Q3 2018 Nov 05, 2018	SELL	N/A	-75 Reduced 23.81%	240 $14,000
Q1 2018 May 11, 2018	BUY	N/A	315 New	315 $19,000

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

About SPDR SER TR SPDR PORTFOLIO INT

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