Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Financial Sector Spdr Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $654 Million
- Q4 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Financial Sector Spdr stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 96,734 shares of XLF stock, worth $5.05 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
96,734
Previous 98,049
1.34%
Holding current value
$5.05 Million
Previous $4.44 Million
5.22%
% of portfolio
0.71%
Previous 0.68%
Shares
29 transactions
Others Institutions Holding XLF
# of Institutions
2,039Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.68 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.79 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.95 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.16 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1.03 Billion0.22% of portfolio