Moneywise, Inc. Financial Sector Spdr Transaction History

Moneywise, Inc.

$199 Million
Q2 2025

A detailed history of Moneywise, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Moneywise, Inc. holds 42,584 shares of XLF stock, worth $2.24 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

42,584

Holding current value

$2.24 Million

% of portfolio

1.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$43.92 - $52.37 $1.87 Million - $2.23 Million	42,584 New	42,584 $2.23 Million

Others Institutions Holding XLF

# of Institutions

2,117

Shares Held

1.01B

Call Options Held

180M

Put Options Held

247M

Kingstone Capital Partners Texas, LLC Frisco, TX

229M
Shares

$12 Billion
1.46% of portfolio
Jpmorgan Chase & CO New York, NY

150M
Shares

$7.91 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

95.7M
Shares

$5.04 Billion
0.39% of portfolio
Morgan Stanley New York, NY

56.9M
Shares

$3 Billion
0.21% of portfolio
Envestnet Asset Management Inc

23.2M
Shares

$1.22 Billion
0.39% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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