Peterson Wealth Management Spdr Tr Ser Spdr S&P Semicondu Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$176.18 - $209.04 $204,544 - $242,695	-1,161 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$158.58 - $193.25 $184,111 - $224,363	1,161 New	1,161 $223,000

Others Institutions Holding XSD

# of Institutions

224

Shares Held

4.28M

Call Options Held

31.3K

Put Options Held

25.3K

International Assets Investment Management, LLC Orlando, FL

2.06M
Shares

$511 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$49.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

173K
Shares

$43.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

123K
Shares

$30.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

118K
Shares

$29.4 Million
0.01% of portfolio

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