Regis Management CO LLC Financial Sector Spdr Transaction History

Regis Management CO LLC

$331 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	N/A	-76,177 Closed	0 $0
Q1 2017 May 08, 2018	BUY	N/A	76,177	76,177 $1.81 Million

Others Institutions Holding XLF

# of Institutions

2,107

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

Jpmorgan Chase & CO New York, NY

150M
Shares

$7.7 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

95.7M
Shares

$4.91 Billion
0.39% of portfolio
Morgan Stanley New York, NY

56.9M
Shares

$2.92 Billion
0.21% of portfolio
Envestnet Asset Management Inc

23.2M
Shares

$1.19 Billion
0.39% of portfolio
Wells Fargo & Company San Francisco, CA

22.6M
Shares

$1.16 Billion
0.26% of portfolio

About FINANCIAL SECTOR SPDR

Ticker XLF
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