Aveo Capital Partners, LLC Spdr S&P Software & Services E Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$159.01 - $186.85 $528,549 - $621,089	-3,324 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$164.15 - $181.83 $545,634 - $604,402	3,324 New	3,324 $571,000

Others Institutions Holding XSW

# of Institutions

97

Shares Held

1.24M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$81.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$25.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$16.3 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$14.3 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$12.8 Million
1.5% of portfolio

About SPDR S&P SOFTWARE & SERVICES E

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