Iam Advisory, LLC Financial Sector Spdr Transaction History

Iam Advisory, LLC

$381 Million
Q1 2025

A detailed history of Iam Advisory, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 93,287 shares of XLF stock, worth $4.59 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

93,287

Holding current value

$4.59 Million

% of portfolio

1.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$47.32 - $52.19 $4.41 Million - $4.87 Million	93,287 New	93,287 $4.59 Million

Others Institutions Holding XLF

# of Institutions

2,046

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

Jpmorgan Chase & CO New York, NY

109M
Shares

$5.36 Billion
0.43% of portfolio
Bank Of America Corp Charlotte, NC

91.8M
Shares

$4.52 Billion
0.38% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.78 Billion
0.2% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.09 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$974 Million
0.22% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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