Retirement Group, LLC Spdr Ser Tr S & P Telecom ETF Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$93.28 - $104.38 $23,413 - $26,199	-251 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$84.08 - $99.56 $21,104 - $24,989	251 New	251 $24,000

Others Institutions Holding XTL

# of Institutions

39

Shares Held

329K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

54.2K
Shares

$5.22 Million
3.22% of portfolio
Cetera Investment Advisers Schaumburg, IL

37.5K
Shares

$3.61 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

36.1K
Shares

$3.48 Million
0.0% of portfolio
Morgan Stanley New York, NY

33.8K
Shares

$3.26 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

21.5K
Shares

$2.07 Million
0.02% of portfolio

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.