Planwiser Financial, LLC Financial Sector Spdr Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Planwiser Financial, LLC holds 46,982 shares of XLF stock, worth $2.46 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
46,982
Previous 56,871 17.39%
Holding current value
$2.46 Million
Previous $3.02 Billion 18.82%
% of portfolio
1.95%
Previous 2.57%

Shares

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

Nov 12, 2025
SELL
$51.37 - $54.25 $507,997 - $536,478
-9,889 Reduced 17.39%
46,982 $2.45 Billion
Q2 2025

Aug 13, 2025
BUY
$43.92 - $52.37 $603,372 - $719,459
13,738 Added 31.85%
56,871 $3.02 Billion
Q1 2025

May 08, 2025
BUY
$47.32 - $52.19 $2.04 Million - $2.25 Million
43,133 New
43,133 $2.13 Billion

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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