Archetype Wealth Partners Financial Sector Spdr Transaction History

Archetype Wealth Partners

$600 Million
Q1 2024

A detailed history of Archetype Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Archetype Wealth Partners holds 6,752 shares of XLF stock, worth $287,500. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,752

Holding current value

$287,500

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$37.27 - $42.12 $251,647 - $284,394	6,752 New	6,752 $284,000

Others Institutions Holding XLF

# of Institutions

1,733

Shares Held

701M

Call Options Held

167M

Put Options Held

296M

Jpmorgan Chase & CO New York, NY

144M
Shares

$6.14 Billion
0.55% of portfolio
Bank Of America Corp Charlotte, NC

73.2M
Shares

$3.12 Billion
0.29% of portfolio
Morgan Stanley New York, NY

35.8M
Shares

$1.52 Billion
0.12% of portfolio
Ubs Group Ag

17.2M
Shares

$734 Million
0.18% of portfolio
Barclays PLC London, X0

16.6M
Shares

$708 Million
0.24% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Archetype Wealth Partners Financial Sector Spdr Transaction History