Phillips Financial Management, LLC Financial Sector Spdr Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,583 shares of XLF stock, worth $133,696. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,583
Holding current value
$133,696
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$51.37 - $54.25 $132,688 - $140,127
2,583 New
2,583 $139,000
Q4 2022

Jan 24, 2023
SELL
$30.29 - $36.31 $605 - $726
-20 Reduced 35.09%
37 $0
Q3 2022

Nov 08, 2022
BUY
$30.36 - $35.81 $1,730 - $2,041
57 New
57 $2,000

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

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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