Wealth Enhancement & Preservation Of Ga, LLC Spdr Series Tr Spdr S&P Retail 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
Q3 2021 Oct 19, 2021	SELL	$90.32 - $98.18 $19.4 Million - $21.1 Million	-214,868 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$88.15 - $97.54 $18.9 Million - $21 Million	214,868 New	214,868 $20.9 Million

Others Institutions Holding XRT

# of Institutions

167

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

$573 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$151 Million
0.01% of portfolio
Canada Pension Plan Investment Board Toronto Ontario, A6

1.4M
Shares

$113 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.38M
Shares

$112 Million
0.01% of portfolio
Mirae Asset Securities (Usa) Inc. New York, NY

1.3M
Shares

$105 Million
4.06% of portfolio

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About SPDR SERIES TR SPDR S&P RETAIL

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