A detailed history of Carnegie Lake Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Carnegie Lake Advisors LLC holds 10,696 shares of XLF stock, worth $521,536. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,696
Previous 9,823 8.89%
Holding current value
$521,536
Previous $475,000 12.21%
% of portfolio
0.22%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
$47.32 - $52.19 $41,310 - $45,561
873 Added 8.89%
10,696 $533,000
Q4 2024

Jan 29, 2025

BUY
$44.89 - $51.34 $202,319 - $231,389
4,507 Added 84.78%
9,823 $475,000
Q3 2024

Nov 04, 2024

BUY
$40.84 - $45.74 $217,105 - $243,153
5,316 New
5,316 $241,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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