W Advisors, LLC Financial Sector Spdr Transaction History

W Advisors, LLC

$158 Million
Q1 2025

A detailed history of W Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, W Advisors, LLC holds 4,059 shares of XLF stock, worth $197,916. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,059

Holding current value

$197,916

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$47.32 - $52.19 $192,071 - $211,839	4,059 New	4,059 $202,000

Others Institutions Holding XLF

# of Institutions

2,095

Shares Held

829M

Call Options Held

224M

Put Options Held

278M

Jpmorgan Chase & CO New York, NY

150M
Shares

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

91.8M
Shares

$4.47 Billion
0.38% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.76 Billion
0.2% of portfolio
Goldman Sachs Group Inc New York, NY

48.7M
Shares

$2.38 Billion
0.41% of portfolio
Envestnet Asset Management Inc

23.2M
Shares

$1.13 Billion
0.39% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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