A detailed history of Family Wealth Group, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Family Wealth Group, LLC holds 12,388 shares of XLSR stock, worth $638,849. This represents 0.99% of its overall portfolio holdings.

Number of Shares
12,388
Previous 17,767 30.28%
Holding current value
$638,849
Previous $949,000 33.83%
% of portfolio
0.99%
Previous 0.86%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

SELL
$49.85 - $56.22 $268,143 - $302,407
-5,379 Reduced 30.28%
12,388 $628,000
Q4 2024

May 14, 2025

SELL
$51.31 - $55.61 $16,932 - $18,351
-330 Reduced 1.82%
17,767 $949,000
Q3 2024

Apr 01, 2025

BUY
$46.89 - $52.24 $73,007 - $81,337
1,557 Added 9.41%
18,097 $938,000
Q3 2024

Nov 14, 2024

SELL
$46.89 - $52.24 $52,235 - $58,195
-1,114 Reduced 6.69%
15,546 $805,000
Q2 2024

Apr 01, 2025

BUY
$47.15 - $51.25 $72,375 - $78,668
1,535 Added 10.23%
16,540 $841,000
Q2 2024

Aug 14, 2024

BUY
$47.15 - $51.25 $68,650 - $74,620
1,456 Added 9.58%
16,660 $847,000
Q1 2024

Apr 01, 2025

BUY
$44.74 - $49.86 $77,355 - $86,207
1,729 Added 13.02%
15,005 $748 Million
Q1 2024

Aug 14, 2024

BUY
$44.74 - $49.86 $77,355 - $86,207
1,729 Added 12.83%
15,204 $758,000
Q4 2023

Apr 01, 2025

SELL
$39.54 - $45.91 $89,755 - $104,215
-2,270 Reduced 14.6%
13,276 $607 Million
Q4 2023

Feb 14, 2024

BUY
$39.54 - $45.91 $532,801 - $618,637
13,475 New
13,475 $616,000

Others Institutions Holding XLSR

About SSGA ACTIVE TR SPDR SSGA US SE


  • Ticker XLSR
  • Sector ETFs
  • Industry ETFs
More about XLSR
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.