Capital Advantage, Inc. Financial Sector Spdr Transaction History

Capital Advantage, Inc.

$570 Million
Q2 2025

A detailed history of Capital Advantage, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Capital Advantage, Inc. holds 416,302 shares of XLF stock, worth $21.8 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

416,302

Previous 14,080 2856.69%

Holding current value

$21.8 Million

Previous $692,000 3050.43%

% of portfolio

3.83%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$43.92 - $52.37 $17.7 Million - $21.1 Million	402,222 Added 2856.69%	416,302 $21.8 Million
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $632,051 - $722,867	14,080 New	14,080 $680,000
Q3 2022 Oct 31, 2022	SELL	$30.36 - $35.81 $908,553 - $1.07 Million	-29,926 Reduced 5.15%	551,044 $16.7 Million
Q2 2022 Jul 21, 2022	BUY	$30.84 - $38.22 $27,725 - $34,359	899 Added 0.15%	580,970 $18.3 Million
Q1 2022 May 10, 2022	SELL	$35.66 - $41.42 $17,723 - $20,585	-497 Reduced 0.09%	580,071 $22.2 Million
Q4 2021 Jan 21, 2022	BUY	$37.54 - $40.62 $516,663 - $559,053	13,763 Added 2.43%	580,568 $23.2 Million
Q3 2021 Oct 07, 2021	BUY	$35.11 - $39.0 $470,158 - $522,249	13,391 Added 2.42%	566,805 $21.3 Million
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $672,199 - $750,203	19,501 Added 3.65%	553,414 $20.3 Million
Q1 2021 Apr 26, 2021	BUY	$28.95 - $34.77 $15.5 Million - $18.6 Million	533,913 New	533,913 $18.2 Million

Others Institutions Holding XLF

# of Institutions

2,114

Shares Held

1.02B

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Capital Advantage, Inc. Financial Sector Spdr Transaction History