Baltimore Washington Financial Advisors, Inc. Financial Sector Spdr Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$30.84 - $38.22 $16,005 - $19,836	-519 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $18,507 - $21,496	519 New	519 $532,000

Others Institutions Holding XLF

# of Institutions

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.66 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.62 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.86 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$872 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$845 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
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