Shepherd Financial Partners LLC Financial Sector Spdr Transaction History

Shepherd Financial Partners LLC

$831 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$19.55 - $26.74 $73,508 - $100,542	-3,760 Reduced 22.92%	12,643 $293,000
Q1 2020 May 07, 2020	SELL	$17.66 - $31.17 $507,460 - $895,669	-28,735 Reduced 63.66%	16,403 $343,000
Q4 2019 Jan 31, 2020	BUY	$26.78 - $30.94 $241 - $278	9 Added 0.02%	45,138 $1.39 Million
Q3 2019 Nov 25, 2019	SELL	$27.86 - $28.52 $10,698 - $10,951	-384 Reduced 0.84%	45,129 $1.27 Million
Q2 2019 Aug 05, 2019	BUY	N/A	9 Added 0.02%	45,513 $1.26 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-8,537 Reduced 15.8%	45,504 $1.17 Million
Q4 2018 Feb 07, 2019	BUY	N/A	30,306 Added 127.68%	54,041 $1.29 Million
Q2 2018 Aug 02, 2018	BUY	N/A	13,114 Added 123.47%	23,735 $636,000
Q1 2018 May 01, 2018	BUY	N/A	10,621 New	10,621 $293,000

Others Institutions Holding XLF

# of Institutions

2,106

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

Jpmorgan Chase & CO New York, NY

150M
Shares

$7.31 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

95.7M
Shares

$4.67 Billion
0.39% of portfolio
Morgan Stanley New York, NY

56.9M
Shares

$2.78 Billion
0.21% of portfolio
Envestnet Asset Management Inc

23.2M
Shares

$1.13 Billion
0.39% of portfolio
Wells Fargo & Company San Francisco, CA

22.6M
Shares

$1.1 Billion
0.26% of portfolio

About FINANCIAL SECTOR SPDR

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