Williams & Novak, LLC Financial Sector Spdr Transaction History

Williams & Novak, LLC

$118 Billion
Q2 2025

A detailed history of Williams & Novak, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Williams & Novak, LLC holds 3,824 shares of XLF stock, worth $197,930. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,824

Holding current value

$197,930

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$43.92 - $52.37 $167,950 - $200,262	3,824 New	3,824 $200 Million

Others Institutions Holding XLF

# of Institutions

2,154

Shares Held

760M

Call Options Held

156M

Put Options Held

261M

Jpmorgan Chase & CO New York, NY

150M
Shares

$7.76 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

83.1M
Shares

$4.3 Billion
0.33% of portfolio
Morgan Stanley New York, NY

44.5M
Shares

$2.31 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

25.4M
Shares

$1.32 Billion
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

20.9M
Shares

$1.08 Billion
0.39% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.

Account

Williams & Novak, LLC Financial Sector Spdr Transaction History