Kapstone Financial Advisors LLC Financial Sector Spdr Transaction History

Kapstone Financial Advisors LLC

  • $201 Billion
  • Q2 2025

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 5,055 shares of XLF stock, worth $262,101. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,055
Previous 4,924 2.66%
Holding current value
$262,101
Previous $245 Million 7.94%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$43.92 - $52.37 $5,753 - $6,860
131 Added 2.66%
5,055 $265 Million
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

# of Institutions
2,124
Shares Held
1B
Call Options Held
150M
Put Options Held
259M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email