Life Steps Financial, Inc. Financial Sector Spdr Transaction History

Life Steps Financial, Inc.

$145 Million
Q2 2025

A detailed history of Life Steps Financial, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Life Steps Financial, Inc. holds 7,603 shares of XLF stock, worth $394,215. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,603

Previous 7,562 0.54%

Holding current value

$394,215

Previous $376,000 5.85%

% of portfolio

0.27%

Previous 0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$43.92 - $52.37 $1,800 - $2,147	41 Added 0.54%	7,603 $398,000
Q4 2024 Feb 03, 2025	BUY	$44.89 - $51.34 $24,195 - $27,672	539 Added 7.67%	7,562 $365,000
Q3 2024 Oct 16, 2024	SELL	$40.84 - $45.74 $24,504 - $27,444	-600 Reduced 7.87%	7,023 $318,000
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $4,988 - $5,353	-126 Reduced 1.63%	7,623 $313,000
Q1 2024 Apr 26, 2024	SELL	$37.27 - $42.12 $14,908 - $16,848	-400 Reduced 4.91%	7,749 $326,000
Q4 2023 Jan 18, 2024	SELL	$31.45 - $37.72 $10,881 - $13,051	-346 Reduced 4.07%	8,149 $306,000
Q1 2023 Apr 12, 2023	SELL	$30.98 - $37.0 $4,987 - $5,957	-161 Reduced 1.86%	8,495 $273,000
Q4 2022 Jan 18, 2023	SELL	$30.29 - $36.31 $15,871 - $19,026	-524 Reduced 5.71%	8,656 $0
Q3 2022 Oct 14, 2022	SELL	$30.36 - $35.81 $15,180 - $17,905	-500 Reduced 5.17%	9,180 $279,000
Q2 2022 Jul 13, 2022	SELL	$30.84 - $38.22 $3,145 - $3,898	-102 Reduced 1.04%	9,680 $304,000
Q1 2022 Apr 12, 2022	SELL	$35.66 - $41.42 $31,166 - $36,201	-874 Reduced 8.2%	9,782 $375,000
Q4 2021 Jan 26, 2022	BUY	$37.54 - $40.62 $47,150 - $51,018	1,256 Added 13.36%	10,656 $416,000
Q1 2021 Apr 20, 2021	SELL	$28.95 - $34.77 $13,027 - $15,646	-450 Reduced 4.57%	9,400 $320,000
Q3 2020 Oct 21, 2020	SELL	$22.68 - $25.49 $23,020 - $25,872	-1,015 Reduced 9.34%	9,850 $237,000
Q2 2020 Aug 05, 2020	BUY	$19.55 - $26.74 $10,283 - $14,065	526 Added 5.09%	10,865 $251,000
Q4 2019 Jan 30, 2020	BUY	$26.78 - $30.94 $276,878 - $319,888	10,339 New	10,339 $318,000

Others Institutions Holding XLF

# of Institutions

2,116

Shares Held

987M

Call Options Held

181M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Life Steps Financial, Inc. Financial Sector Spdr Transaction History