Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History

Lakeshore Financial Planning, Inc.

$234 Billion
Q4 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 413,491 shares of XLF stock, worth $20.3 Million. This represents 8.53% of its overall portfolio holdings.

Number of Shares

413,491

Previous 408,803 1.15%

Holding current value

$20.3 Million

Previous $18.5 Billion 7.86%

% of portfolio

8.53%

Previous 8.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$44.89 - $51.34 $210,444 - $240,681	4,688 Added 1.15%	413,491 $20 Billion
Q3 2024 Oct 31, 2024	BUY	$40.84 - $45.74 $191,049 - $213,971	4,678 Added 1.16%	408,803 $18.5 Billion
Q2 2024 Jul 25, 2024	BUY	$39.59 - $42.49 $294,391 - $315,955	7,436 Added 1.87%	404,125 $16.6 Billion
Q1 2024 May 10, 2024	SELL	$37.27 - $42.12 $5,255 - $5,938	-141 Reduced 0.04%	396,689 $16.7 Billion
Q3 2023 Nov 14, 2023	BUY	$33.17 - $35.6 $13.2 Million - $14.1 Million	396,830 New	396,830 $13.2 Billion

Others Institutions Holding XLF

# of Institutions

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Lakeshore Financial Planning, Inc. Financial Sector Spdr Transaction History