A detailed history of Csm Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Csm Advisors, LLC holds 688,900 shares of XLF stock, worth $33.7 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
688,900
Previous 688,900 -0.0%
Holding current value
$33.7 Million
Previous $28.3 Million 10.24%
% of portfolio
2.03%
Previous 2.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$31.45 - $37.72 $21.7 Million - $26 Million
688,900 New
688,900 $25.9 Million
Q1 2022

May 16, 2022

SELL
$35.66 - $41.42 $26.5 Million - $30.8 Million
-744,317 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$37.54 - $40.62 $27.9 Million - $30.2 Million
744,317 New
744,317 $29.1 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Csm Advisors, LLC Portfolio

Follow Csm Advisors, 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 Csm Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Csm Advisors, LLC with notifications on news.