Personal Cfo Solutions, LLC Financial Sector Spdr Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 21,392 shares of XLF stock, worth $1.11 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

21,392

Previous 24,524 12.77%

Holding current value

$1.11 Million

Previous $1.19 Million 10.13%

% of portfolio

0.22%

Previous 0.24%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$47.32 - $52.19 $148,206 - $163,459	-3,132 Reduced 12.77%	21,392 $1.07 Million
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $179,335 - $205,103	3,995 Added 19.46%	24,524 $1.19 Million
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $52,887 - $59,233	1,295 Added 6.73%	20,529 $930,000
Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $16,984 - $18,228	-429 Reduced 2.18%	19,234 $790,000
Q1 2024 May 13, 2024	SELL	$37.27 - $42.12 $157,763 - $178,293	-4,233 Reduced 17.71%	19,663 $828,000
Q4 2023 Feb 13, 2024	BUY	$31.45 - $37.72 $751,529 - $901,357	23,896 New	23,896 $898,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $1.37 Million - $1.64 Million	45,147 Added 302.37%	60,078 $2.05 Million
Q3 2022 Nov 01, 2022	BUY	$30.36 - $35.81 $30,268 - $35,702	997 Added 7.16%	14,931 $453,000
Q2 2022 Aug 05, 2022	BUY	$30.84 - $38.22 $35,558 - $44,067	1,153 Added 9.02%	13,934 $438,000
Q1 2022 May 02, 2022	SELL	$35.66 - $41.42 $942,422 - $1.09 Million	-26,428 Reduced 67.4%	12,781 $490,000
Q4 2021 Feb 11, 2022	SELL	$37.54 - $40.62 $167,578 - $181,327	-4,464 Reduced 10.22%	39,209 $1.53 Million
Q3 2021 Nov 18, 2021	BUY	$35.11 - $39.0 $148,339 - $164,775	4,225 Added 10.71%	43,673 $1.64 Million
Q2 2021 Jul 22, 2021	BUY	$34.47 - $38.47 $161,423 - $180,155	4,683 Added 13.47%	39,448 $1.45 Million
Q1 2021 Apr 21, 2021	SELL	$28.95 - $34.77 $258,610 - $310,600	-8,933 Reduced 20.44%	34,765 $1.18 Million
Q4 2020 Feb 09, 2021	SELL	$23.61 - $29.48 $13,009 - $16,243	-551 Reduced 1.25%	43,698 $0
Q3 2020 Nov 02, 2020	BUY	$22.68 - $25.49 $1 Million - $1.13 Million	44,249 New	44,249 $1,000
Q1 2020 Apr 30, 2020	SELL	$17.66 - $31.17 $783,132 - $1.38 Million	-44,345 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$26.78 - $30.94 $60,067 - $69,398	-2,243 Reduced 4.81%	44,345 $1.37 Million
Q3 2019 Nov 13, 2019	BUY	$27.86 - $28.52 $1.3 Million - $1.33 Million	46,588 New	46,588 $1.3 Million

Others Institutions Holding XLF

# of Institutions

2,154

Shares Held

761M

Call Options Held

155M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Personal Cfo Solutions, LLC Financial Sector Spdr Transaction History