St. Louis Financial Planners Asset Management, LLC Financial Sector Spdr Transaction History

St. Louis Financial Planners Asset Management, LLC

$126 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$39.59 - $42.49 $1.47 Million - $1.58 Million	37,171 New	37,171 $1.53 Billion
Q4 2023 Jan 05, 2024	BUY	$31.45 - $37.72 $1.24 Million - $1.49 Million	39,399 New	39,399 $1.48 Billion
Q1 2023 Apr 05, 2023	BUY	$30.98 - $37.0 $1.18 Million - $1.41 Million	38,147 New	38,147 $1.23 Billion

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

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About FINANCIAL SECTOR SPDR

Ticker XLF
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