Morris Retirement Advisors, LLC Financial Sector Spdr Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $928 - $996	-28 Reduced 0.43%	6,522 $216,000
Q2 2023 Jul 17, 2023	BUY	$31.55 - $33.71 $31 - $33	1 Added 0.02%	6,550 $220,000
Q1 2023 Apr 13, 2023	BUY	$30.98 - $37.0 $30 - $37	1 Added 0.02%	6,549 $210,000
Q4 2022 Feb 02, 2023	BUY	$30.29 - $36.31 $60 - $72	2 Added 0.03%	6,548 $223,000
Q3 2022 Oct 14, 2022	BUY	$30.36 - $35.81 $30 - $35	1 Added 0.02%	6,546 $201,000
Q2 2022 Aug 08, 2022	BUY	$30.84 - $38.22 $30 - $38	1 Added 0.02%	6,545 $206,000
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $35 - $41	1 Added 0.02%	6,544 $251,000
Q4 2021 Feb 02, 2022	SELL	$37.54 - $40.62 $37,127 - $40,173	-989 Reduced 13.13%	6,543 $256,000
Q3 2021 Oct 28, 2021	SELL	$35.11 - $39.0 $140 - $156	-4 Reduced 0.05%	7,532 $283,000
Q2 2021 Jul 29, 2021	BUY	$34.47 - $38.47 $54,979 - $61,359	1,595 Added 26.85%	7,536 $277,000
Q1 2021 May 04, 2021	BUY	$28.95 - $34.77 $171,991 - $206,568	5,941 New	5,941 $202,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

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