Spire Wealth Management Financial Sector Spdr Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 821,721 shares of XLF stock, worth $43.9 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
821,721
Previous 758,127
8.39%
Holding current value
$43.9 Million
Previous $36.6 Million
11.71%
% of portfolio
1.35%
Previous 1.17%
Shares
17 transactions
Others Institutions Holding XLF
# of Institutions
2,112Shares Held
1.01BCall Options Held
180MPut Options Held
245M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.2 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$8.02 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$5.11 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$3.04 Billion0.21% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.24 Billion0.39% of portfolio