Cypress Financial Planning LLC Financial Sector Spdr Transaction History

Cypress Financial Planning LLC

  • $302 Million
  • Q2 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 157,356 shares of XLF stock, worth $8.29 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
157,356
Previous 151,476 3.88%
Holding current value
$8.29 Million
Previous $7.45 Million 10.54%
% of portfolio
2.73%
Previous 2.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,110
Shares Held
1.01B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning 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 Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email