Sage View Advisory Group, LLC Financial Sector Spdr Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,521 shares of XLF stock, worth $285,766. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,521
Previous 6,434
14.19%
Holding current value
$285,766
Previous $320 Million
8.57%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding XLF
# of Institutions
2,152Shares Held
760MCall Options Held
156MPut Options Held
261M-
Jpmorgan Chase & CO New York, NY150MShares$7.76 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC83.1MShares$4.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY44.5MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA25.4MShares$1.32 Billion0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.9MShares$1.08 Billion0.39% of portfolio