Ballentine Partners, LLC Industrial Sector Spdr Transaction History

Ballentine Partners, LLC

$5.39 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$110.23 - $125.96 $181,548 - $207,456	1,647 New	1,647 $207,000
Q4 2017 Feb 02, 2018	SELL	N/A	-343 Closed	0 $0
Q3 2017 Nov 06, 2017	BUY	N/A	343	343 $24,000

Others Institutions Holding XLI

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.38 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.13 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.05 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.02 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$774 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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