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

102

Shares Held

1.26M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$81.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$25.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$16.3 Million
0.0% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$12.8 Million
1.9% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

60.1K
Shares

$11.7 Million
0.24% of portfolio

About SPDR S&P SOFTWARE & SERVICES E

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