Envestnet Portfolio Solutions, Inc. Financial Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 314,580 shares of XLF stock, worth $16 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

314,580

Previous 652,104 51.76%

Holding current value

$16 Million

Previous $31.5 Million 50.28%

% of portfolio

0.07%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$47.32 - $52.19 $16 Million - $17.6 Million	-337,524 Reduced 51.76%	314,580 $15.7 Million
Q4 2024 Feb 10, 2025	BUY	$44.89 - $51.34 $9.57 Million - $10.9 Million	213,107 Added 48.54%	652,104 $31.5 Million
Q3 2024 Oct 31, 2024	BUY	$40.84 - $45.74 $11.7 Million - $13.2 Million	287,700 Added 190.16%	438,997 $19.9 Million
Q2 2024 Jul 16, 2024	BUY	$39.59 - $42.49 $2.17 Million - $2.33 Million	54,725 Added 56.67%	151,297 $6.22 Million
Q1 2024 May 06, 2024	BUY	$37.27 - $42.12 $1.3 Million - $1.47 Million	34,806 Added 56.35%	96,572 $4.07 Million
Q4 2023 Feb 07, 2024	BUY	$31.45 - $37.72 $552,010 - $662,061	17,552 Added 39.7%	61,766 $2.32 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $1.47 Million - $1.57 Million	44,214 New	44,214 $1.47 Million

Others Institutions Holding XLF

# of Institutions

2,108

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Financial Sector Spdr Transaction History