Sugarloaf Wealth Management, LLC Spdr Series Tr Spdr S&P Retail Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Retail stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 34 shares of XRT stock, worth $2,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Previous 34 -0.0%
Holding current value
$2,677
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023
SELL
$56.84 - $63.8 $113 - $127
-2 Reduced 5.56%
34 $2,000
Q4 2021

Jan 20, 2022
BUY
$85.15 - $104.16 $170 - $208
2 Added 5.88%
36 $3,000
Q3 2021

Oct 20, 2021
BUY
$90.32 - $98.18 $3,070 - $3,338
34 New
34 $3,000
Q2 2021

Jul 20, 2021
SELL
$88.15 - $97.54 $81,538 - $90,224
-925 Closed
0 $0
Q1 2021

Apr 19, 2021
BUY
$63.54 - $94.39 $58,774 - $87,310
925 New
925 $9,000

Others Institutions Holding XRT

# of Institutions
177
Shares Held
21.6M
Call Options Held
6.11M
Put Options Held
8.1M
View Full List

About SPDR SERIES TR SPDR S&P RETAIL

XRT Quotes by TradingView
  • Ticker XRT
  • Sector ETFs
  • Industry ETFs
More about XRT
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email