Institutional & Family Asset Management, LLC Spdr Ser Tr S & P Telecom ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$93.48 - $103.38 $26,267 - $29,049	-281 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$94.48 - $102.83 $24,281 - $26,427	-257 Reduced 47.77%	281 $27,000
Q2 2021 Aug 10, 2021	BUY	$93.28 - $104.38 $186 - $208	2 Added 0.37%	538 $55,000
Q1 2021 May 06, 2021	BUY	$84.08 - $99.56 $45,066 - $53,364	536 New	536 $50,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account