Global Wealth Management Investment Advisory, Inc. Spdr Tr Ser Spdr S&P Semicondu Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$166.63 - $200.8 $33,326 - $40,160	-200 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$125.1 - $170.78 $25,020 - $34,156	200 New	200 $34,000

Others Institutions Holding XSD

# of Institutions

221

Shares Held

2.22M

Call Options Held

31.3K

Put Options Held

25.3K

Lpl Financial LLC Fort Mill, SC

201K
Shares

$51.8 Million
0.02% of portfolio
Morgan Stanley New York, NY

173K
Shares

$44.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

123K
Shares

$31.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

118K
Shares

$30.6 Million
0.01% of portfolio
Envestnet Asset Management Inc

108K
Shares

$27.8 Million
0.01% of portfolio

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