Schneider Downs Wealth Management Advisors, LP Financial Sector Spdr Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$33.17 - $35.6 $94,600 - $101,531	-2,852 Reduced 32.07%	6,042 $200,000
Q4 2022 Feb 01, 2023	BUY	$30.29 - $36.31 $269,399 - $322,941	8,894 New	8,894 $304,000
Q2 2022 Jul 13, 2022	SELL	$30.84 - $38.22 $195,155 - $241,856	-6,328 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$28.95 - $34.77 $183,195 - $220,024	6,328 New	6,328 $215,000

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

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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