Spectrum Wealth Counsel, LLC Financial Sector Spdr Transaction History
Spectrum Wealth Counsel, LLC
- $833 Billion
- Q1 2025
A detailed history of Spectrum Wealth Counsel, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 321,387 shares of XLF stock, worth $15.7 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
321,387
Previous 218,057
47.39%
Holding current value
$15.7 Million
Previous $10.5 Billion
51.9%
% of portfolio
1.92%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
2,097Shares Held
805MCall Options Held
247MPut Options Held
312M-
Jpmorgan Chase & CO New York, NY150MShares$7.31 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.47 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.76 Billion0.2% of portfolio
-
Goldman Sachs Group Inc New York, NY48.7MShares$2.38 Billion0.41% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.13 Billion0.39% of portfolio