Kiwi Wealth Investments Limited Partnership Financial Sector Spdr Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	SELL	$35.66 - $41.42 $1.34 Million - $1.56 Million	-37,685 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$37.54 - $40.62 $61,490 - $66,535	1,638 Added 4.54%	37,685 $1.47 Million
Q3 2021 Nov 16, 2021	BUY	$35.11 - $39.0 $1.27 Million - $1.41 Million	36,047 New	36,047 $1.35 Million

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.7 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.64 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.87 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$877 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$850 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
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