Beaird Harris Wealth Management, LLC Spdr Series Tr Spdr S&P Retail Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$58.16 - $78.66 $5,816 - $7,866	-100 Closed	0 $0
Q4 2021 May 17, 2022	BUY	$85.15 - $104.16 $8,515 - $10,416	100 New	100 $4,000

Others Institutions Holding XRT

# of Institutions

166

Shares Held

24.1M

Call Options Held

6.11M

Put Options Held

15.4M

Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

7.09M
Shares

$570 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$150 Million
0.01% of portfolio
Canada Pension Plan Investment Board Toronto Ontario, A6

1.4M
Shares

$112 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.38M
Shares

$111 Million
0.01% of portfolio
Mirae Asset Securities (Usa) Inc. New York, NY

1.3M
Shares

$104 Million
4.06% of portfolio

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