Asset Allocation & Management Company, LLC Financial Sector Spdr Transaction History

Asset Allocation & Management Company, LLC

$159 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $545,220 - $653,580	18,000 New	18,000 $616,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.61 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.59 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.84 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$864 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$838 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
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