Retirement Capital Strategies Spdr Ser Tr Factset Innovative Transaction History

Retirement Capital Strategies

$231 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$127.82 - $191.5 $947,018 - $1.42 Million	-7,409 Closed	0 $0
Q4 2021 Feb 03, 2022	SELL	$185.35 - $234.71 $238,916 - $302,541	-1,289 Reduced 14.82%	7,409 $1.41 Million
Q3 2021 Oct 28, 2021	SELL	$208.2 - $233.01 $4.18 Million - $4.68 Million	-20,070 Reduced 69.77%	8,698 $1.88 Million
Q2 2021 Jul 28, 2021	BUY	$188.57 - $230.21 $3.71 Million - $4.53 Million	19,689 Added 216.86%	28,768 $6.5 Million
Q1 2021 Apr 29, 2021	SELL	$202.31 - $262.15 $10.5 Million - $13.7 Million	-52,143 Reduced 85.17%	9,079 $1.9 Million
Q4 2020 Feb 12, 2021	BUY	$169.47 - $224.51 $163,708 - $216,876	966 Added 1.6%	61,222 $13.2 Million
Q3 2020 Nov 13, 2020	BUY	$148.91 - $180.92 $4.56 Million - $5.54 Million	30,602 Added 103.2%	60,256 $10.2 Million
Q2 2020 Aug 11, 2020	BUY	$92.02 - $147.01 $2.73 Million - $4.36 Million	29,654 New	29,654 $4.31 Million

Others Institutions Holding XITK

# of Institutions

55

Shares Held

155K

Call Options Held

0

Put Options Held

0

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