Regent Peak Wealth Advisors LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Regent Peak Wealth Advisors LLC
- $509 Million
- Q3 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,526 shares of XSD stock, worth $1.23 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,526
              Previous 3,525
              
        
           0.03%
        
      
          
        Holding current value
$1.23 Million
            Previous $712,000
            
        
           58.01%
        
      
          
        % of portfolio
0.22%
            Previous 0.17%
          
        Shares
	  16 transactions
	
  Others Institutions Holding XSD
# of Institutions
257Shares Held
2.03MCall Options Held
77.1KPut Options Held
17.7K- 
    
      Morgan Stanley New York, NY247KShares$85.8 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC215KShares$74.7 Million0.02% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC86.6KShares$30.1 Million0.0% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN79.8KShares$27.7 Million0.01% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA77.2KShares$26.8 Million0.0% of portfolio