True Private Wealth Advisors Spdr Tr Ser Spdr S&P Semicondu Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$181.29 - $248.38 $691,258 - $947,072	-3,813 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$193.71 - $248.86 $738,616 - $948,903	3,813 New	3,813 $927,000
Q3 2019 Oct 09, 2019	SELL	$89.36 - $94.28 $4,199 - $4,431	-47 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	N/A	47 New	47 $3,000
Q4 2018 Jan 14, 2019	SELL	N/A	-67,988 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	N/A	-1,466 Reduced 2.11%	67,988 $0
Q2 2018 Jul 13, 2018	BUY	N/A	153 Added 0.22%	69,454 $5.02 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-8,582 Reduced 11.02%	69,301 $4.86 Million
Q4 2017 Jan 19, 2018	SELL	N/A	-152 Reduced 0.19%	77,883 $5.44 Million
Q3 2017 Oct 27, 2017	SELL	N/A	-40 Reduced 0.05%	78,035 $5.12 Million
Q2 2017 Aug 07, 2017	BUY	N/A	78,075	78,075 $4.81 Million

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

$489 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$47.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

173K
Shares

$41.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

123K
Shares

$29.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

118K
Shares

$28.1 Million
0.01% of portfolio

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