Smallwood Wealth Investment Management, LLC Financial Sector Spdr Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 550 shares of XLF stock, worth $26,818. This represents 0.02% of its overall portfolio holdings.
Number of Shares
550Holding current value
$26,818% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,106Shares Held
792MCall Options Held
180MPut Options Held
245M-
Jpmorgan Chase & CO New York, NY150MShares$7.31 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$4.67 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$2.78 Billion0.21% of portfolio
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Envestnet Asset Management Inc23.2MShares$1.13 Billion0.39% of portfolio
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Wells Fargo & Company San Francisco, CA22.6MShares$1.1 Billion0.26% of portfolio