Rothschild Investment LLC Financial Sector Spdr Transaction History

Rothschild Investment LLC

$1.53 Trillion
Q4 2024

A detailed history of Rothschild Investment LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Rothschild Investment LLC holds 9,022 shares of XLF stock, worth $450,378. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,022

Previous 9,016 0.07%

Holding current value

$450,378

Previous $409 Million 6.71%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$44.89 - $51.34 $269 - $308	6 Added 0.07%	9,022 $436 Million
Q3 2024 Oct 18, 2024	BUY	$40.84 - $45.74 $204 - $228	5 Added 0.06%	9,016 $409 Million
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $356,745 - $382,877	9,011 New	9,011 $370 Million
Q1 2024 Jul 31, 2024	BUY	$37.27 - $42.12 $186 - $210	5 Added 0.06%	7,840 $330 Million
Q4 2023 Jul 31, 2024	SELL	$31.45 - $37.72 $36,985 - $44,358	-1,176 Reduced 13.05%	7,835 $295 Million

Others Institutions Holding XLF

# of Institutions

2,039

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Rothschild Investment LLC Financial Sector Spdr Transaction History