Certified Advisory Corp Spdr Ser Tr S&P Health Care Eq Transaction History

Certified Advisory Corp

$873 Million
Q1 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$81.63 - $93.6 $2.17 Million - $2.48 Million	-26,531 Reduced 68.64%	12,122 $1.09 Million
Q3 2022 Nov 14, 2022	BUY	$84.03 - $104.05 $176,042 - $217,984	2,095 Added 5.73%	38,653 $3.3 Million
Q2 2022 Aug 15, 2022	BUY	$79.2 - $114.46 $13,939 - $20,144	176 Added 0.48%	36,558 $3.1 Million
Q1 2022 May 13, 2022	BUY	$97.04 - $119.53 $33,575 - $41,357	346 Added 0.96%	36,382 $4.08 Million
Q4 2021 Feb 14, 2022	BUY	$110.55 - $131.87 $12,602 - $15,033	114 Added 0.32%	36,036 $4.23 Million
Q3 2021 Nov 15, 2021	BUY	$121.72 - $133.34 $55,504 - $60,803	456 Added 1.29%	35,922 $4.5 Million
Q2 2021 Aug 16, 2021	SELL	$114.97 - $130.77 $213,384 - $242,709	-1,856 Reduced 4.97%	35,466 $4.58 Million
Q1 2021 May 10, 2021	BUY	$113.22 - $128.96 $237,535 - $270,558	2,098 Added 5.96%	37,322 $4.46 Million
Q2 2020 Jul 27, 2020	BUY	$67.85 - $89.85 $167,589 - $221,929	2,470 Added 7.54%	35,224 $3.15 Million
Q1 2020 Apr 27, 2020	BUY	$59.35 - $90.15 $107,364 - $163,081	1,809 Added 5.85%	32,754 $2.35 Million
Q4 2019 Jan 29, 2020	BUY	$74.14 - $86.35 $4,522 - $5,267	61 Added 0.2%	30,945 $2.65 Million
Q3 2019 Nov 12, 2019	BUY	$77.27 - $80.75 $99,832 - $104,329	1,292 Added 4.37%	30,884 $2.41 Million
Q2 2019 Aug 07, 2019	BUY	N/A	1,863 Added 6.72%	29,592 $2.42 Million
Q1 2019 May 07, 2019	BUY	N/A	4,329 Added 18.5%	27,729 $2.23 Million
Q4 2018 Feb 04, 2019	BUY	N/A	5,961 Added 34.18%	23,400 $1.64 Million
Q3 2018 Nov 13, 2018	BUY	N/A	17,439 New	17,439 $1.53 Million

Others Institutions Holding XHE

# of Institutions

91

Shares Held

855K

Call Options Held

0

Put Options Held

100

About SPDR SER TR S&P HEALTH CARE EQ

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