Wealth Enhancement & Preservation Of Ga, LLC Spdr Series Tr Spdr S&P Homebu Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$63.2 - $85.09 $11.8 Million - $15.9 Million	-187,271 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$71.78 - $86.27 $13.4 Million - $16.2 Million	187,271 New	187,271 $16.1 Million

Others Institutions Holding XHB

# of Institutions

390

Shares Held

15.6M

Call Options Held

2.78M

Put Options Held

4.65M

Goldman Sachs Group Inc New York, NY

2.36M
Shares

$251 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

1.87M
Shares

$198 Million
0.02% of portfolio
Morgan Stanley New York, NY

866K
Shares

$92.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

669K
Shares

$71.1 Million
0.01% of portfolio
Natixis Paris, I0

601K
Shares

$63.9 Million
0.43% of portfolio

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About SPDR SERIES TR SPDR S&P HOMEBU

Ticker XHB
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