Cfc Planning CO LLC Financial Sector Spdr Transaction History

Cfc Planning CO LLC

$93.4 Billion
Q4 2024

A detailed history of Cfc Planning CO LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cfc Planning CO LLC holds 48,924 shares of XLF stock, worth $2.51 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

48,924

Holding current value

$2.51 Million

% of portfolio

2.53%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$44.89 - $51.34 $2.2 Million - $2.51 Million	48,924 New	48,924 $2.36 Billion

Others Institutions Holding XLF

# of Institutions

1,888

Shares Held

707M

Call Options Held

160M

Put Options Held

321M

Jpmorgan Chase & CO New York, NY

135M
Shares

$6.9 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

73.1M
Shares

$3.75 Billion
0.28% of portfolio
Morgan Stanley New York, NY

37.5M
Shares

$1.92 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17.6M
Shares

$903 Million
0.18% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$875 Million
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Cfc Planning CO LLC Financial Sector Spdr Transaction History