Henrickson Nauta Wealth Advisors, Inc. Spdr Series Tr Spdr S&P Retail Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$248 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$72.15 - $91.58 $4,329 - $5,494	-60 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$85.15 - $104.16 $5,109 - $6,249	60 New	60 $5,000

Others Institutions Holding XRT

# of Institutions

167

Shares Held

24.1M

Call Options Held

6.11M

Put Options Held

15.4M

Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

7.09M
Shares

$556 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$146 Million
0.01% of portfolio
Canada Pension Plan Investment Board Toronto Ontario, A6

1.4M
Shares

$110 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.38M
Shares

$108 Million
0.01% of portfolio
Mirae Asset Securities (Usa) Inc. New York, NY

1.3M
Shares

$102 Million
4.06% of portfolio

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