Cfc Planning CO LLC Financial Sector Spdr Transaction History

Cfc Planning CO LLC

$93.4 Billion
Q4 2024

A detailed history of Cfc Planning CO LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cfc Planning CO LLC holds 48,924 shares of XLF stock, worth $2.55 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

48,924

Holding current value

$2.55 Million

% of portfolio

2.53%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$44.89 - $51.34 $2.2 Million - $2.51 Million	48,924 New	48,924 $2.36 Billion

Others Institutions Holding XLF

# of Institutions

2,039

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

Jpmorgan Chase & CO New York, NY

109M
Shares

$5.68 Billion
0.43% of portfolio
Bank Of America Corp Charlotte, NC

91.8M
Shares

$4.79 Billion
0.38% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.95 Billion
0.2% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.16 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$1.03 Billion
0.22% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Cfc Planning CO LLC Financial Sector Spdr Transaction History