Tempus Wealth Planning, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$207.87 - $240.14 $77,951 - $90,052	-375 Reduced 29.6%	892 $207,000
Q4 2023 Jan 23, 2024	SELL	$166.78 - $229.29 $4,336 - $5,961	-26 Reduced 2.01%	1,267 $284,000
Q3 2023 Oct 31, 2023	BUY	$190.05 - $231.97 $3,610 - $4,407	19 Added 1.49%	1,293 $253,000
Q2 2023 Jul 21, 2023	BUY	$174.52 - $221.45 $2,443 - $3,100	14 Added 1.11%	1,274 $281,000
Q1 2023 May 08, 2023	BUY	$164.86 - $210.4 $9,397 - $11,992	57 Added 4.74%	1,260 $262,000
Q4 2022 Feb 09, 2023	SELL	$143.14 - $185.87 $23,045 - $29,925	-161 Reduced 11.8%	1,203 $201,000
Q3 2022 Nov 14, 2022	SELL	$146.01 - $192.21 $4,234 - $5,574	-29 Reduced 2.08%	1,364 $208,000
Q2 2022 Aug 05, 2022	BUY	$151.34 - $207.13 $210,816 - $288,532	1,393 New	1,393 $211,000

Others Institutions Holding XSD

# of Institutions

223

Shares Held

4.28M

Call Options Held

31.3K

Put Options Held

25.3K

International Assets Investment Management, LLC Orlando, FL

2.06M
Shares

$496 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$48.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

173K
Shares

$41.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

123K
Shares

$29.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

118K
Shares

$28.6 Million
0.01% of portfolio

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