Center For Financial Planning, Inc. Financial Sector Spdr Transaction History

Center For Financial Planning, Inc.

  • $781 Million
  • Q1 2025

A detailed history of Center For Financial Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 763 shares of XLF stock, worth $38,882. This represents 0.0% of its overall portfolio holdings.

Number of Shares
763
Previous 763 -0.0%
Holding current value
$38,882
Previous $36,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$44.89 - $51.34 $1,705 - $1,950
38 Added 5.24%
763 $36,000
Q1 2024

Apr 25, 2024
BUY
$37.27 - $42.12 $7,454 - $8,424
200 Added 38.1%
725 $30,000
Q3 2023

Oct 24, 2023
SELL
$33.17 - $35.6 $5,970 - $6,408
-180 Reduced 25.53%
525 $17,000
Q4 2021

Feb 08, 2022
SELL
$37.54 - $40.62 $5,255 - $5,686
-140 Reduced 16.57%
705 $28,000
Q3 2021

Oct 27, 2021
BUY
$35.11 - $39.0 $4,915 - $5,460
140 Added 19.86%
845 $32,000
Q4 2020

Feb 09, 2021
BUY
$23.61 - $29.48 $12,395 - $15,477
525 Added 291.67%
705 $21,000
Q4 2019

Feb 14, 2020
BUY
$26.78 - $30.94 $4,820 - $5,569
180 New
180 $6,000

Others Institutions Holding XLF

# of Institutions
2,109
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email