Southern Wealth Management, LLP Select Sector Spdr Fd Material Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-2,245 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	N/A	2,245 New	2,245 $203,000

Others Institutions Holding XLB

# of Institutions

888

Shares Held

51.8M

Call Options Held

3.68M

Put Options Held

6.29M

Bank Of America Corp Charlotte, NC

6.53M
Shares

$573 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

6.07M
Shares

$533 Million
0.1% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$286 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.83M
Shares

$248 Million
0.06% of portfolio
Cibc World Market Inc. Toronto, A6

1.49M
Shares

$131 Million
0.33% of portfolio

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
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