Holistic Financial Partners Industrial Sector Spdr Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-827 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	827	827 $63,000

Others Institutions Holding XLI

# of Institutions

1,424

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.3M

Bank Of America Corp Charlotte, NC

18M
Shares

$2.55 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.57M
Shares

$1.21 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

7.93M
Shares

$1.12 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

7.68M
Shares

$1.09 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

5.85M
Shares

$829 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
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