A detailed history of Okabena Investment Services Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Okabena Investment Services Inc holds 42,620 shares of XLF stock, worth $1.79 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
42,620
Previous 42,954 0.78%
Holding current value
$1.79 Million
Previous $1.62 Million 11.15%
% of portfolio
0.6%
Previous 0.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$37.27 - $42.12 $12,448 - $14,068
-334 Reduced 0.78%
42,620 $1.8 Million
Q4 2023

Feb 14, 2024

BUY
$31.45 - $37.72 $1.35 Million - $1.62 Million
42,954 New
42,954 $1.62 Million
Q2 2020

Aug 10, 2020

SELL
N/A
-3,561 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
N/A
3,561 New
3,561 $110,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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