A detailed history of Prepared Retirement Institute LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 14,076 shares of XLF stock, worth $728,573. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,076
Previous 14,912 5.61%
Holding current value
$728,573
Previous $781 Million 2.9%
% of portfolio
0.4%
Previous 0.46%

Shares

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

Oct 21, 2025

SELL
$51.37 - $54.25 $42,945 - $45,353
-836 Reduced 5.61%
14,076 $758 Million
Q2 2025

Jul 17, 2025

SELL
$43.92 - $52.37 $26,879 - $32,050
-612 Reduced 3.94%
14,912 $781 Million
Q1 2025

May 01, 2025

BUY
$47.32 - $52.19 $300,056 - $330,936
6,341 Added 69.05%
15,524 $773 Million
Q4 2024

Feb 13, 2025

BUY
$44.89 - $51.34 $412,224 - $471,455
9,183 New
9,183 $444 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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