Core Wealth Partners LLC Financial Sector Spdr Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 14,247 shares of XLF stock, worth $747,255. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,247
Previous 14,205 0.3%
Holding current value
$747,255
Previous $744 Million 3.17%
% of portfolio
0.35%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$51.37 - $54.25 $2,157 - $2,278
42 Added 0.3%
14,247 $767 Million
Q2 2025

Aug 11, 2025
SELL
$43.92 - $52.37 $106,945 - $127,520
-2,435 Reduced 14.63%
14,205 $744 Million
Q1 2025

May 12, 2025
BUY
$47.32 - $52.19 $160,982 - $177,550
3,402 Added 25.7%
16,640 $829 Million
Q4 2024

Feb 11, 2025
BUY
$44.89 - $51.34 $294,523 - $336,841
6,561 Added 98.26%
13,238 $640 Million
Q3 2024

Nov 04, 2024
BUY
$40.84 - $45.74 $775 - $869
19 Added 0.29%
6,677 $303 Million
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $752 - $807
19 Added 0.29%
6,658 $274 Million
Q1 2024

Apr 19, 2024
BUY
$37.27 - $42.12 $670 - $758
18 Added 0.27%
6,639 $280 Million
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $786 - $943
25 Added 0.38%
6,621 $249 Million
Q3 2023

Nov 13, 2023
BUY
$33.17 - $35.6 $762 - $818
23 Added 0.35%
6,596 $219 Million
Q1 2023

May 11, 2023
BUY
$30.98 - $37.0 $203,631 - $243,201
6,573 New
6,573 $211 Million

Others Institutions Holding XLF

# of Institutions
2,161
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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