M3 Advisory Group, LLC Financial Sector Spdr Transaction History
M3 Advisory Group, LLC
- $145 Billion
- Q2 2025
A detailed history of M3 Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 54,770 shares of XLF stock, worth $2.95 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
54,770
Previous 55,334
1.02%
Holding current value
$2.95 Million
Previous $2.76 Billion
4.07%
% of portfolio
1.98%
Previous 2.18%
Shares
7 transactions
Others Institutions Holding XLF
# of Institutions
2,133Shares Held
985MCall Options Held
156MPut Options Held
261M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.3 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$8.07 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.47 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.4 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.37 Billion0.28% of portfolio