Welch & Forbes LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 23, 2020	SELL	$27.73 - $30.19 $207,420 - $225,821	-7,480 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$22.87 - $29.3 $171,067 - $219,164	7,480 New	7,480 $206,000

Others Institutions Holding SPDW

# of Institutions

959

Shares Held

489M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.15 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.85 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.04 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$945 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$609 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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