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

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 $2,755. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Previous 34 -0.0%
Holding current value
$2,755
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
167
Shares Held
24.1M
Call Options Held
6.11M
Put Options Held
15.4M
View Full List

About SPDR SERIES TR SPDR S&P RETAIL

XRT Quotes by TradingView
  • Ticker XRT
  • Sector ETFs
  • Industry ETFs
More about XRT
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