Sutton Wealth Advisors Inc. Spdr Bloomberg Emerging Market Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$19.7 - $21.64 $1,024 - $1,125	-52 Closed	0 $0
Q2 2023 Nov 08, 2023	SELL	$20.89 - $21.46 $11,928 - $12,253	-571 Reduced 91.65%	52 $1.1 Million
Q1 2023 Nov 07, 2023	SELL	$20.48 - $21.75 $1,761 - $1,870	-86 Reduced 12.13%	623 $13.2 Million
Q1 2022 Nov 07, 2023	SELL	N/A	-29 Reduced 3.93%	709 $16.1 Million
Q1 2020 Nov 07, 2023	SELL	N/A	-1,017 Reduced 57.95%	738 $18.1 Million

Q4 2019 Nov 07, 2023	BUY	N/A	37 Added 2.15%	1,755 $49 Million
Q2 2019 Nov 06, 2023	BUY	N/A	21 Added 1.24%	1,718 $47.8 Million
Q2 2018 Nov 06, 2023	SELL	N/A	-3 Reduced 0.18%	1,697 $45.8 Million
Q1 2018 Nov 06, 2023	BUY	N/A	488 Added 40.26%	1,700 $51.6 Million
Q4 2017 Nov 06, 2023	SELL	N/A	-46 Reduced 3.66%	1,212 $36 Million
Q3 2017 Nov 06, 2023	BUY	N/A	55 Added 4.57%	1,258 $37.6 Million
Q4 2016 Nov 06, 2023	BUY	N/A	1,180 Added 5130.43%	1,203 $32 Million
Q1 2016 Nov 06, 2023	BUY	N/A	23	23 $620,000

Others Institutions Holding EBND

# of Institutions

196

Shares Held

91.6M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

48.8M
Shares

$983 Million
1.37% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

17.9M
Shares

$360 Million
1.37% of portfolio
Personal Capital Advisors Corp

4.5M
Shares

$90.7 Million
0.45% of portfolio
Sei Investments CO Oaks, PA

2.81M
Shares

$56.6 Million
0.09% of portfolio
State Street Corp Boston, MA

2.8M
Shares

$56.4 Million
0.0% of portfolio

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