Wealthsource Partners, LLC Select Sector Spdr Fd Material Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$67.32 - $81.52 $76,340 - $92,443	-1,134 Reduced 15.4%	6,229 $424,000
Q2 2022 Aug 10, 2022	BUY	$73.54 - $90.55 $21,473 - $26,440	292 Added 4.13%	7,363 $542,000
Q1 2022 May 09, 2022	SELL	$79.77 - $90.53 $157,864 - $179,158	-1,979 Reduced 21.87%	7,071 $623,000
Q4 2021 Feb 14, 2022	BUY	$80.02 - $90.61 $225,816 - $255,701	2,822 Added 45.31%	9,050 $820,000
Q3 2021 Nov 18, 2021	BUY	$79.11 - $86.51 $172,697 - $188,851	2,183 Added 53.97%	6,228 $493,000
Q2 2021 Nov 18, 2021	BUY	$79.26 - $88.68 $7,926 - $8,868	100 Added 2.53%	4,045 $333,000
Q1 2021 Jun 21, 2021	BUY	$70.64 - $79.69 $9,183 - $10,359	130 Added 3.41%	3,945 $311,000
Q2 2020 Aug 17, 2020	SELL	$42.61 - $59.91 $60,932 - $85,671	-1,430 Reduced 27.26%	3,815 $215,000
Q1 2020 May 12, 2020	SELL	$38.35 - $61.14 $144,349 - $230,130	-3,764 Reduced 41.78%	5,245 $236,000
Q4 2019 Feb 12, 2020	SELL	$55.13 - $61.42 $10,750 - $11,976	-195 Reduced 2.12%	9,009 $553,000
Q3 2019 Nov 15, 2019	SELL	$56.94 - $59.14 $56,940 - $59,140	-1,000 Reduced 9.8%	9,204 $536,000
Q2 2019 Aug 09, 2019	BUY	N/A	10,204 New	10,204 $597,000

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

About SELECT SECTOR SPDR FD-MATERIAL

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