A detailed history of Avantra Family Wealth, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 4,011 shares of XLF stock, worth $211,700. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,011
Holding current value
$211,700
% of portfolio
0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$51.37 - $54.25 $206,045 - $217,596
4,011 New
4,011 $216 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Avantra Family Wealth, Inc. Portfolio

Follow Avantra Family Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantra Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantra Family Wealth, Inc. with notifications on news.