Spire Wealth Management Financial Sector Spdr Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 725,195 shares of XLF stock, worth $35.2 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
725,195
Previous 761,062
4.71%
Holding current value
$35.2 Million
Previous $31.3 Million
5.04%
% of portfolio
1.11%
Previous 1.11%
Shares
15 transactions
Others Institutions Holding XLF
# of Institutions
1,840Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.54 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.55 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17.6MShares$855 Million0.18% of portfolio
-
Envestnet Asset Management Inc17.1MShares$829 Million0.26% of portfolio