A detailed history of Naples Money Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Naples Money Management LLC holds 4,873 shares of XLF stock, worth $236,291. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,873
Previous 5,009 2.72%
Holding current value
$236,291
Previous $206 Million 7.01%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$40.84 - $45.74 $5,554 - $6,220
-136 Reduced 2.72%
4,873 $221 Million
Q2 2024

Jul 09, 2024

BUY
$39.59 - $42.49 $1,425 - $1,529
36 Added 0.72%
5,009 $206 Million
Q1 2024

Apr 30, 2024

SELL
$37.27 - $42.12 $9,429 - $10,656
-253 Reduced 4.84%
4,973 $209 Million
Q4 2023

Jan 31, 2024

BUY
$31.45 - $37.72 $164,357 - $197,124
5,226 New
5,226 $196 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Naples Money Management LLC Portfolio

Follow Naples Money Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Money Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Money Management LLC with notifications on news.