Sutton Wealth Advisors Inc. Spdr S&P Software & Services E Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Nov 07, 2023	SELL	$91.08 - $103.05 $273 - $309	-3 Closed	0 $0
Q3 2019 Nov 07, 2023	BUY	$92.29 - $96.72 $276 - $290	3 New	3 $280,000

Others Institutions Holding XSW

# of Institutions

121

Shares Held

1.35M

Call Options Held

2.1K

Put Options Held

200

Bank Of America Corp Charlotte, NC

386K
Shares

$73.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

124K
Shares

$23.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

116K
Shares

$22.2 Million
0.0% of portfolio
Mc Guire Investment Group, LLC

66.8K
Shares

$12.8 Million
1.62% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

53.7K
Shares

$10.3 Million
0.19% of portfolio

About SPDR S&P SOFTWARE & SERVICES E

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