World Equity Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $50,068 - $53,640	1,464 Added 3.91%	38,903 $1.36 Billion
Q1 2024 Jul 18, 2024	BUY	$32.85 - $35.9 $1.23 Million - $1.34 Million	37,439 New	37,439 $1.34 Billion
Q4 2023 Jul 22, 2024	SELL	$29.46 - $34.07 $208,547 - $241,181	-7,079 Reduced 15.67%	38,087 $1.3 Billion
Q3 2023 Jul 22, 2024	BUY	$30.88 - $33.58 $193,401 - $210,311	6,263 Added 16.1%	45,166 $1.4 Billion
Q2 2023 Aug 26, 2024	SELL	$31.7 - $33.66 $1.99 Million - $2.11 Million	-62,777 Reduced 50.73%	60,962 $1.98 Billion
Q1 2023 Aug 26, 2024	BUY	$29.83 - $32.71 $2.53 Million - $2.77 Million	84,836 Added 218.07%	123,739 $2.1 Billion
Q2 2022 Sep 06, 2024	BUY	$28.57 - $34.74 $268,329 - $326,278	9,392 Added 78.72%	21,323 $615 Million
Q1 2022 Sep 06, 2024	SELL	$31.42 - $36.91 $847,460 - $995,536	-26,972 Reduced 69.33%	11,931 $409 Million

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.19 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.89 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.06 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$965 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$622 Million
16.39% of portfolio

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