A detailed history of Encompass More Asset Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Encompass More Asset Management holds 37,767 shares of XLF stock, worth $1.83 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
37,767
Previous 46,990 19.63%
Holding current value
$1.83 Million
Previous $1.93 Billion 11.4%
% of portfolio
0.65%
Previous 1.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$40.84 - $45.74 $376,667 - $421,860
-9,223 Reduced 19.63%
37,767 $1.71 Billion
Q2 2024

Jul 26, 2024

BUY
$39.59 - $42.49 $284,216 - $305,035
7,179 Added 18.03%
46,990 $1.93 Billion
Q1 2024

May 10, 2024

BUY
$37.27 - $42.12 $625,017 - $706,352
16,770 Added 72.78%
39,811 $1.68 Billion
Q4 2023

Feb 15, 2024

BUY
$31.45 - $37.72 $724,639 - $869,106
23,041 New
23,041 $866 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Encompass More Asset Management Portfolio

Follow Encompass More Asset Management 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 Encompass More Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Encompass More Asset Management with notifications on news.