Atlas Capital Advisors LLC Spdr Ser Tr S & P Telecom ETF Transaction History

Atlas Capital Advisors LLC

$770 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	BUY	$76.03 - $91.5 $1,216 - $1,464	16 New	16 $1.23 Million
Q2 2022 Aug 16, 2022	SELL	$74.2 - $94.38 $1,113 - $1,415	-15 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$84.98 - $102.31 $2,804 - $3,376	-33 Reduced 68.75%	15 $1.39 Million
Q4 2021 Feb 01, 2022	SELL	$93.48 - $103.38 $841 - $930	-9 Reduced 15.79%	48 $4.88 Million
Q3 2021 Oct 28, 2021	SELL	$94.48 - $102.83 $1,606 - $1,748	-17 Reduced 22.97%	57 $0
Q2 2021 Jul 30, 2021	SELL	$93.28 - $104.38 $373 - $417	-4 Reduced 5.13%	74 $0
Q1 2021 May 10, 2021	SELL	$84.08 - $99.56 $420 - $497	-5 Reduced 6.02%	78 $0
Q4 2020 Feb 16, 2021	BUY	$67.81 - $85.85 $5,628 - $7,125	83 New	83 $0
Q3 2020 Oct 23, 2020	SELL	$65.73 - $77.78 $15,578 - $18,433	-237 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$51.98 - $73.94 $12,267 - $17,449	236 Added 23600.0%	237 $0
Q3 2019 Nov 01, 2019	BUY	$66.92 - $70.55 $66 - $70	1 New	1 $0
Q4 2018 Jan 29, 2019	SELL	N/A	-829 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	N/A	-1,312 Reduced 61.28%	829 $0
Q2 2018 Jul 30, 2018	SELL	N/A	-2,260 Reduced 51.35%	2,141 $0
Q1 2018 Apr 18, 2018	BUY	N/A	4,401 New	4,401 $0

Others Institutions Holding XTL

# of Institutions

39

Shares Held

329K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

54.2K
Shares

$5.44 Million
3.22% of portfolio
Cetera Investment Advisers Schaumburg, IL

37.5K
Shares

$3.77 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

36.1K
Shares

$3.63 Million
0.0% of portfolio
Morgan Stanley New York, NY

33.8K
Shares

$3.4 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

21.5K
Shares

$2.16 Million
0.02% of portfolio

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.