Cypress Financial Planning LLC Financial Sector Spdr Transaction History

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

A detailed history of Cypress Financial Planning LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 159,921 shares of XLF stock, worth $8.39 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
159,921
Previous 157,356 1.63%
Holding current value
$8.39 Million
Previous $8.24 Million 4.54%
% of portfolio
2.67%
Previous 2.73%

Shares

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

Oct 09, 2025
BUY
$51.37 - $54.25 $131,764 - $139,151
2,565 Added 1.63%
159,921 $8.61 Million
Q2 2025

Jul 10, 2025
BUY
$43.92 - $52.37 $258,249 - $307,935
5,880 Added 3.88%
157,356 $8.24 Million
Q1 2025

Apr 09, 2025
BUY
$47.32 - $52.19 $7.17 Million - $7.91 Million
151,476 New
151,476 $7.45 Million

Others Institutions Holding XLF

# of Institutions
2,162
Shares Held
765M
Call Options Held
136M
Put Options Held
251M
View Full List

About FINANCIAL SECTOR SPDR

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