First Republic Investment Management, Inc. Spdr Ser Tr S & P Telecom ETF Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	SELL	$74.2 - $94.38 $228,981 - $291,256	-3,086 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$84.98 - $102.31 $101,976 - $122,772	-1,200 Reduced 28.0%	3,086 $286,000
Q4 2021 Feb 09, 2022	SELL	$93.48 - $103.38 $2,991 - $3,308	-32 Reduced 0.74%	4,286 $436,000
Q3 2021 Nov 12, 2021	SELL	$94.48 - $102.83 $362,330 - $394,353	-3,835 Reduced 47.04%	4,318 $412,000
Q2 2021 Aug 16, 2021	SELL	$93.28 - $104.38 $736,912 - $824,602	-7,900 Reduced 49.21%	8,153 $834,000
Q1 2021 May 14, 2021	BUY	$84.08 - $99.56 $1.35 Million - $1.6 Million	16,053 New	16,053 $1.51 Million

Others Institutions Holding XTL

# of Institutions

Shares Held

455K

Call Options Held

Put Options Held

New Harbor Financial Group, LLC Leominster, MA

129K
Shares

$13.2 Million
3.34% of portfolio
Sfi Advisors, LLC Montclair, NJ

54.2K
Shares

$5.55 Million
3.22% of portfolio
Cetera Investment Advisers Schaumburg, IL

37.5K
Shares

$3.84 Million
0.01% of portfolio
Morgan Stanley New York, NY

33.8K
Shares

$3.46 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

31K
Shares

$3.17 Million
0.0% of portfolio

View Full List

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

More about XTL

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