A detailed history of Cascade Financial Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 10,029 shares of XLF stock, worth $538,757. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,029
Holding current value
$538,757
% of portfolio
0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$43.92 - $52.37 $440,473 - $525,218
10,029 New
10,029 $525 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC 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 Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.