A detailed history of Kapstone Financial Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 4,924 shares of XLF stock, worth $244,673. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,924
Previous 4,924 -0.0%
Holding current value
$244,673
Previous $202 Million 9.83%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$39.59 - $42.49 $30,880 - $33,142
-780 Reduced 13.67%
4,924 $202 Million
Q4 2023

Feb 05, 2024

BUY
$31.45 - $37.72 $179,390 - $215,154
5,704 New
5,704 $220 Million
Q2 2023

Aug 08, 2023

BUY
$31.55 - $33.71 $179,961 - $192,281
5,704 New
5,704 $202 Million
Q4 2022

Feb 15, 2023

BUY
$30.29 - $36.31 $172,774 - $207,112
5,704 New
5,704 $209 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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