Core Wealth Partners LLC Financial Sector Spdr Transaction History

Core Wealth Partners LLC

$197 Billion
Q2 2025

A detailed history of Core Wealth Partners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 14,205 shares of XLF stock, worth $735,250. This represents 0.38% of its overall portfolio holdings.

Number of Shares

14,205

Previous 16,640 14.63%

Holding current value

$735,250

Previous $829 Million 10.25%

% of portfolio

0.38%

Previous 0.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$43.92 - $52.37 $106,945 - $127,520	-2,435 Reduced 14.63%	14,205 $744 Million
Q1 2025 May 12, 2025	BUY	$47.32 - $52.19 $160,982 - $177,550	3,402 Added 25.7%	16,640 $829 Million
Q4 2024 Feb 11, 2025	BUY	$44.89 - $51.34 $294,523 - $336,841	6,561 Added 98.26%	13,238 $640 Million
Q3 2024 Nov 04, 2024	BUY	$40.84 - $45.74 $775 - $869	19 Added 0.29%	6,677 $303 Million
Q2 2024 Aug 13, 2024	BUY	$39.59 - $42.49 $752 - $807	19 Added 0.29%	6,658 $274 Million
Q1 2024 Apr 19, 2024	BUY	$37.27 - $42.12 $670 - $758	18 Added 0.27%	6,639 $280 Million
Q4 2023 Feb 07, 2024	BUY	$31.45 - $37.72 $786 - $943	25 Added 0.38%	6,621 $249 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $762 - $818	23 Added 0.35%	6,596 $219 Million
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $203,631 - $243,201	6,573 New	6,573 $211 Million

Others Institutions Holding XLF

# of Institutions

2,154

Shares Held

761M

Call Options Held

155M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Core Wealth Partners LLC Financial Sector Spdr Transaction History