Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 418,951 shares of XLF stock, worth $22.3 Million. This represents 8.82% of its overall portfolio holdings.

Number of Shares

418,951

Previous 410,419 2.08%

Holding current value

$22.3 Million

Previous $20.4 Billion 7.32%

% of portfolio

8.82%

Previous 8.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$43.92 - $52.37 $374,725 - $446,820	8,532 Added 2.08%	418,951 $21.9 Billion
Q1 2025 May 15, 2025	SELL	$47.32 - $52.19 $145,367 - $160,327	-3,072 Reduced 0.74%	410,419 $20.4 Billion
Q4 2024 Feb 11, 2025	BUY	$44.89 - $51.34 $210,444 - $240,681	4,688 Added 1.15%	413,491 $20 Billion
Q3 2024 Oct 31, 2024	BUY	$40.84 - $45.74 $191,049 - $213,971	4,678 Added 1.16%	408,803 $18.5 Billion
Q2 2024 Jul 25, 2024	BUY	$39.59 - $42.49 $294,391 - $315,955	7,436 Added 1.87%	404,125 $16.6 Billion
Q1 2024 May 10, 2024	SELL	$37.27 - $42.12 $5,255 - $5,938	-141 Reduced 0.04%	396,689 $16.7 Billion
Q3 2023 Nov 14, 2023	BUY	$33.17 - $35.6 $13.2 Million - $14.1 Million	396,830 New	396,830 $13.2 Billion

Others Institutions Holding XLF

# of Institutions

2,140

Shares Held

987M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History