Portside Wealth Group, LLC Financial Sector Spdr Transaction History

Portside Wealth Group, LLC

$675 Billion
Q2 2025

A detailed history of Portside Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Portside Wealth Group, LLC holds 4,179 shares of XLF stock, worth $216,305. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,179

Holding current value

$216,305

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$43.92 - $52.37 $183,541 - $218,854	4,179 New	4,179 $219 Million

Others Institutions Holding XLF

# of Institutions

2,145

Shares Held

758M

Call Options Held

156M

Put Options Held

261M

Jpmorgan Chase & CO New York, NY

150M
Shares

$7.76 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

83.1M
Shares

$4.3 Billion
0.33% of portfolio
Morgan Stanley New York, NY

44.5M
Shares

$2.31 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

25.4M
Shares

$1.32 Billion
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

20.9M
Shares

$1.08 Billion
0.39% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Portside Wealth Group, LLC Financial Sector Spdr Transaction History