Kozak & Associates, Inc. Financial Sector Spdr Transaction History

Kozak & Associates, Inc.

  • $482 Million
  • Q2 2025

A detailed history of Kozak & Associates, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 657 shares of XLF stock, worth $34,689. This represents 0.01% of its overall portfolio holdings.

Number of Shares
657
Previous 656 0.15%
Holding current value
$34,689
Previous $32,000 6.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 10, 2025
BUY
$43.92 - $52.37 $43 - $52
1 Added 0.15%
657 $34,000
Q1 2025

Apr 15, 2025
BUY
$47.32 - $52.19 $10,410 - $11,481
220 Added 50.46%
656 $32,000
Q4 2024

Jan 06, 2025
BUY
$44.89 - $51.34 $19,572 - $22,384
436 New
436 $21,000

Others Institutions Holding XLF

# of Institutions
2,114
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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