Retirement Planning CO Of New England, Inc. Financial Sector Spdr Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $171,162 - $212,121	-5,550 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$35.66 - $41.42 $427 - $497	12 Added 0.22%	5,550 $212,000
Q4 2021 Feb 08, 2022	BUY	$37.54 - $40.62 $207,896 - $224,953	5,538 New	5,538 $216,000

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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