Win Advisors, Inc Spdr Portfolio Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $389,723 - $459,148	-5,672 Reduced 6.7%	79,001 $6.33 Million
Q1 2024 Apr 24, 2024	BUY	$63.12 - $73.73 $5.34 Million - $6.24 Million	84,673 New	84,673 $6.19 Million
Q1 2023 Apr 28, 2023	BUY	$49.61 - $55.36 $781,555 - $872,141	15,754 Added 322.3%	20,642 $1.14 Million
Q4 2022 Feb 14, 2023	SELL	$49.14 - $55.07 $123,537 - $138,445	-2,514 Reduced 33.96%	4,888 $247,000
Q3 2022 Oct 27, 2022	SELL	$50.1 - $61.86 $102,204 - $126,194	-2,040 Reduced 21.61%	7,402 $371,000
Q2 2022 Jul 18, 2022	SELL	$50.47 - $67.39 $9.62 Million - $12.8 Million	-190,569 Reduced 95.28%	9,442 $497,000
Q1 2022 May 13, 2022	BUY	$59.17 - $73.03 $7.14 Million - $8.81 Million	120,633 Added 151.97%	200,011 $13.2 Million
Q4 2021 Feb 14, 2022	BUY	$63.39 - $73.48 $5.03 Million - $5.83 Million	79,378 New	79,378 $5.75 Million

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.74 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.8 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$683 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$634 Million
0.04% of portfolio

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