Afg Fiduciary Services Limited Partnership Financial Sector Spdr Transaction History

Afg Fiduciary Services Limited Partnership

$313 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $811,772 - $973,108	26,800 New	26,800 $916,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $585 - $726	-19 Reduced 0.05%	35,172 $1.11 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $268,163 - $311,478	-7,520 Reduced 17.61%	35,191 $1.35 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $1.6 Million - $1.73 Million	42,711 New	42,711 $1.67 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.56 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.56 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.83 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$858 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$832 Million
0.26% of portfolio

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