Richard W. Paul & Associates, LLC Financial Sector Spdr Transaction History

Richard W. Paul & Associates, LLC

  • $277 Billion
  • Q2 2025

A detailed history of Richard W. Paul & Associates, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 7,733 shares of XLF stock, worth $400,260. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,733
Previous 8,799 12.12%
Holding current value
$400,260
Previous $438 Million 7.6%
% of portfolio
0.15%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$43.92 - $52.37 $46,818 - $55,826
-1,066 Reduced 12.12%
7,733 $405 Million
Q1 2025

May 12, 2025
SELL
$47.32 - $52.19 $536,750 - $591,991
-11,343 Reduced 56.32%
8,799 $438 Million
Q4 2024

Feb 05, 2025
SELL
$44.89 - $51.34 $39,009 - $44,614
-869 Reduced 4.14%
20,142 $973 Million
Q3 2024

Oct 17, 2024
SELL
$40.84 - $45.74 $106,796 - $119,610
-2,615 Reduced 11.07%
21,011 $952 Million
Q2 2024

Jul 23, 2024
SELL
$39.59 - $42.49 $18,013 - $19,332
-455 Reduced 1.89%
23,626 $971 Million
Q1 2024

May 14, 2024
SELL
$37.27 - $42.12 $39,058 - $44,141
-1,048 Reduced 4.17%
24,081 $1.01 Billion
Q4 2023

Jan 23, 2024
SELL
$31.45 - $37.72 $17,737 - $21,274
-564 Reduced 2.2%
25,129 $945 Million
Q3 2023

Oct 12, 2023
BUY
$33.17 - $35.6 $471,246 - $505,769
14,207 Added 123.69%
25,693 $852 Million
Q2 2023

Jul 25, 2023
BUY
$31.55 - $33.71 $694 - $741
22 Added 0.19%
11,486 $387 Million
Q1 2023

Apr 24, 2023
BUY
$30.98 - $37.0 $52,356 - $62,530
1,690 Added 17.29%
11,464 $369 Million
Q4 2022

Feb 07, 2023
BUY
$30.29 - $36.31 $296,054 - $354,893
9,774 New
9,774 $334 Million

Others Institutions Holding XLF

# of Institutions
2,158
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
Track This Portfolio

Track Richard W. Paul & Associates, LLC Portfolio

Follow Richard W. Paul & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richard W. Paul & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richard W. Paul & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email