Wealthcare Advisory Partners LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$43.4 - $65.85 $208,103 - $315,750	-4,795 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$41.02 - $63.33 $50,454 - $77,895	-1,230 Reduced 20.41%	4,795 $294,000
Q4 2021 Feb 11, 2022	SELL	$40.28 - $47.31 $14,098 - $16,558	-350 Reduced 5.49%	6,025 $0
Q3 2021 Nov 15, 2021	BUY	$39.41 - $46.28 $251,238 - $295,035	6,375 New	6,375 $266,000
Q2 2021 Aug 16, 2021	SELL	$39.17 - $47.76 $103,800 - $126,564	-2,650 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$32.35 - $41.56 $85,727 - $110,134	2,650 New	2,650 $106,000
Q2 2020 Jul 29, 2020	SELL	$15.69 - $23.82 $41,578 - $63,123	-2,650 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$25.45 - $27.84 $67,442 - $73,776	2,650 New	2,650 $67,000
Q2 2018 Aug 14, 2018	SELL	N/A	-62 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	62 New	62 $2,000

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$137 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$128 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$121 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$114 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$70 Million
0.02% of portfolio

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