Valeo Financial Advisors, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$79.29 - $115.45 $792 - $1,154	-10 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$71.11 - $112.52 $711 - $1,125	10 New	10 $1,000

Others Institutions Holding XSD

# of Institutions

231

Shares Held

2.12M

Call Options Held

40.8K

Put Options Held

28.4K

Lpl Financial LLC Fort Mill, SC

271K
Shares

$51.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

195K
Shares

$36.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

115K
Shares

$21.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

95.9K
Shares

$18.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

73.5K
Shares

$13.9 Million
0.0% of portfolio

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