Worth Asset Management, LLC Spdr Portfolio Transaction History

Worth Asset Management, LLC

$154 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 07, 2022	SELL	N/A	-1,420 Reduced 42.39%	1,930 $97,000
Q1 2022 May 13, 2022	BUY	N/A	3,350 New	3,350 $180,000

Others Institutions Holding SPYG

# of Institutions

996

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.3 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.78 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.05 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$648 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$611 Million
12.32% of portfolio

About SPDR PORTFOLIO

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