Advanced Research Investment Solutions, LLC Financial Sector Spdr Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$30.84 - $38.22 $88,788 - $110,035	-2,879 Reduced 53.64%	2,488 $78,000
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $191,387 - $222,301	5,367 New	5,367 $206,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.7 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.64 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.87 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$877 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$850 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
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