Truepoint, Inc. Spdr Tr Ser Spdr S&P Semicondu Transaction History

Truepoint, Inc.

$3.59 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$143.14 - $185.87 $599,040 - $777,865	4,185 New	4,185 $699,000

Others Institutions Holding XSD

# of Institutions

226

Shares Held

2.01M

Call Options Held

37.4K

Put Options Held

19.6K

Lpl Financial LLC Fort Mill, SC

215K
Shares

$48 Million
0.02% of portfolio
Morgan Stanley New York, NY

189K
Shares

$42.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

87.8K
Shares

$19.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

81K
Shares

$18.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

76.9K
Shares

$17.2 Million
0.0% of portfolio

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