Win Advisors, Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	SELL	$58.24 - $64.51 $6.54 Million - $7.24 Million	-112,264 Reduced 63.93%	63,340 $4.05 Million
Q1 2024 Apr 24, 2024	SELL	$54.97 - $61.53 $1.69 Million - $1.89 Million	-30,795 Reduced 14.92%	175,604 $10.8 Million
Q4 2023 Feb 05, 2024	BUY	$48.29 - $56.08 $9.97 Million - $11.6 Million	206,399 New	206,399 $11.5 Million
Q1 2023 Apr 28, 2023	BUY	$44.61 - $48.99 $2.46 Million - $2.71 Million	55,252 Added 6477.37%	56,105 $2.7 Million
Q2 2022 Jul 18, 2022	SELL	$43.16 - $53.73 $88,434 - $110,092	-2,049 Reduced 70.61%	853 $38,000
Q1 2022 May 13, 2022	SELL	$48.98 - $56.19 $9.62 Million - $11 Million	-196,503 Reduced 98.54%	2,902 $154,000
Q4 2021 Feb 14, 2022	BUY	$50.43 - $56.16 $10.1 Million - $11.2 Million	199,405 New	199,405 $11.1 Million

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

Betterment LLC New York, NY

49.1M
Shares

$3.48 Billion
7.97% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6M
Shares

$2.53 Billion
1.1% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$2.09 Billion
1.98% of portfolio
Invesco Ltd. Atlanta, GA

13.2M
Shares

$937 Million
0.18% of portfolio
Advance Capital Management, Inc. Southfield, MI

12.5M
Shares

$890 Million
50.16% of portfolio

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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