Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$41.02 - $63.33 $1,558 - $2,406	-38 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$40.28 - $47.31 $20,180 - $23,702	-501 Reduced 92.95%	38 $2,000
Q3 2021 Nov 24, 2021	BUY	$39.41 - $46.28 $39 - $46	1 Added 0.19%	539 $22,000
Q1 2021 Apr 29, 2021	BUY	$32.35 - $41.56 $17,404 - $22,359	538 New	538 $21,000
Q2 2019 Aug 07, 2019	SELL	N/A	-101 Closed	0 $0
Q1 2019 Apr 29, 2019	BUY	N/A	1 Added 1.0%	101 $3,000
Q1 2018 May 14, 2018	SELL	N/A	-106 Reduced 51.46%	100 $3,000
Q4 2017 Feb 14, 2018	BUY	N/A	106 Added 106.0%	206 $8,000
Q2 2017 Aug 08, 2017	BUY	N/A	100	100 $3,000

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$137 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$128 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$121 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$114 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$70 Million
0.02% of portfolio

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