Lm Advisors LLC Financial Sector Spdr Transaction History

Lm Advisors LLC

$777 Million
Q2 2025

A detailed history of Lm Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 33,933 shares of XLF stock, worth $1.76 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

33,933

Previous 35,133 3.42%

Holding current value

$1.76 Million

Previous $1.75 Million 1.54%

% of portfolio

0.23%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$43.92 - $52.37 $52,704 - $62,844	-1,200 Reduced 3.42%	33,933 $1.78 Million
Q1 2025 May 13, 2025	BUY	$47.32 - $52.19 $156,014 - $172,070	3,297 Added 10.36%	35,133 $1.75 Million
Q4 2024 Feb 12, 2025	BUY	$44.89 - $51.34 $167,933 - $192,062	3,741 Added 13.32%	31,836 $1.54 Million
Q3 2024 Nov 07, 2024	SELL	$40.84 - $45.74 $51,050 - $57,175	-1,250 Reduced 4.26%	28,095 $1.27 Million
Q2 2024 Aug 14, 2024	SELL	$39.59 - $42.49 $3.26 Million - $3.5 Million	-82,290 Reduced 73.71%	29,345 $1.21 Million
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $3.08 Million - $3.49 Million	82,740 Added 286.35%	111,635 $4.7 Million
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $908,747 - $1.09 Million	28,895 New	28,895 $1.09 Billion

Others Institutions Holding XLF

# of Institutions

2,158

Shares Held

761M

Call Options Held

155M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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