Windsor Group LTD Spdr Ser Tr S&P 1500 Momentum Transaction History

Windsor Group LTD

$546 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 06, 2020	SELL	$106.49 - $136.45 $195,089 - $249,976	-1,832 Closed	0 $0
Q3 2019 Oct 21, 2019	BUY	$128.95 - $131.33 $236,236 - $240,596	1,832 New	1,832 $0

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.8 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.53 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.16 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.68 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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