Financial Partners Group, Inc Utilities Sector Spdr Transaction History

Financial Partners Group, Inc

$625 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$64.34 - $69.97 $816,281 - $887,709	-12,687 Reduced 26.39%	35,386 $2.32 Million
Q1 2023 May 12, 2023	SELL	$63.7 - $72.08 $42,679 - $48,293	-670 Reduced 1.37%	48,073 $3.25 Million
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $438,945 - $518,500	7,135 Added 17.15%	48,743 $3.44 Million
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $1.62 Million - $1.93 Million	24,683 Added 145.84%	41,608 $2.73 Million
Q2 2022 Aug 12, 2022	BUY	$64.87 - $76.96 $109,176 - $129,523	1,683 Added 11.04%	16,925 $1.19 Million
Q1 2022 Apr 29, 2022	BUY	$65.03 - $74.54 $73,093 - $83,782	1,124 Added 7.96%	15,242 $1.14 Million
Q4 2021 Feb 10, 2022	SELL	$63.88 - $71.58 $255 - $286	-4 Reduced 0.03%	14,118 $978,000
Q3 2021 Nov 05, 2021	SELL	$63.56 - $70.07 $16,652 - $18,358	-262 Reduced 1.82%	14,122 $902,000
Q2 2021 Aug 13, 2021	BUY	$63.23 - $67.72 $909,500 - $974,084	14,384 New	14,384 $910,000

Others Institutions Holding XLU

# of Institutions

1,422

Shares Held

166M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.12 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$940 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$877 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$606 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$390 Million
0.17% of portfolio

About UTILITIES SECTOR SPDR

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