A detailed history of Cyndeo Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,228 shares of XLF stock, worth $326,658. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,228
Previous 6,358 2.04%
Holding current value
$326,658
Previous $342,000 4.68%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

SELL
$51.76 - $53.77 $6,728 - $6,990
-130 Reduced 2.04%
6,228 $326,000
Q3 2025

Oct 10, 2025

SELL
$51.37 - $54.25 $976 - $1,030
-19 Reduced 0.3%
6,358 $342,000
Q2 2025

Jul 24, 2025

SELL
$43.92 - $52.37 $18,358 - $21,890
-418 Reduced 6.15%
6,377 $333,000
Q1 2025

Apr 17, 2025

BUY
$47.32 - $52.19 $115,744 - $127,656
2,446 Added 56.24%
6,795 $334,000
Q4 2024

Jan 21, 2025

SELL
$44.89 - $51.34 $69,444 - $79,422
-1,547 Reduced 26.24%
4,349 $210,000
Q3 2024

Oct 18, 2024

BUY
$40.84 - $45.74 $240,792 - $269,683
5,896 New
5,896 $267,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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