Atlas Private Wealth Management Financial Sector Spdr Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 25, 2021	SELL	$35.11 - $39.0 $27,210 - $30,225	-775 Reduced 9.69%	7,223 $271,000
Q2 2021 Aug 05, 2021	SELL	$34.47 - $38.47 $19,958 - $22,274	-579 Reduced 6.75%	7,998 $293,000
Q1 2021 Apr 26, 2021	SELL	$28.95 - $34.77 $67,048 - $80,527	-2,316 Reduced 21.26%	8,577 $292,000
Q4 2020 Jan 27, 2021	SELL	$23.61 - $29.48 $29,441 - $36,761	-1,247 Reduced 10.27%	10,893 $321,000
Q3 2020 Nov 05, 2020	SELL	$22.68 - $25.49 $12,383 - $13,917	-546 Reduced 4.3%	12,140 $292,000
Q2 2020 Aug 04, 2020	SELL	$19.55 - $26.74 $9,227 - $12,621	-472 Reduced 3.59%	12,686 $294,000
Q1 2020 May 12, 2020	SELL	$17.66 - $31.17 $8,741 - $15,429	-495 Reduced 3.63%	13,158 $0
Q4 2019 Feb 11, 2020	BUY	$26.78 - $30.94 $365,627 - $422,423	13,653 New	13,653 $420,000

Others Institutions Holding XLF

# of Institutions

1,987

Shares Held

718M

Call Options Held

169M

Put Options Held

309M

Jpmorgan Chase & CO New York, NY

109M
Shares

$5.63 Billion
0.43% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.78 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.94 Billion
0.13% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.15 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$1.02 Billion
0.22% of portfolio

About FINANCIAL SECTOR SPDR

Ticker XLF
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