Savvy Advisors, Inc. Financial Sector Spdr Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,850 shares of XLF stock, worth $206,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,850

Holding current value

$206,822

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$43.92 - $52.37 $169,092 - $201,624	3,850 New	3,850 $201,000
Q4 2024 Feb 13, 2025	BUY	$44.89 - $51.34 $18,988 - $21,716	423 Added 7.14%	6,346 $306,000
Q3 2024 Nov 05, 2024	BUY	$40.84 - $45.74 $241,895 - $270,918	5,923 New	5,923 $268 Million

Others Institutions Holding XLF

# of Institutions

2,133

Shares Held

985M

Call Options Held

156M

Put Options Held

261M

Kingstone Capital Partners Texas, LLC Frisco, TX

229M
Shares

$12.3 Billion
1.46% of portfolio
Jpmorgan Chase & CO New York, NY

150M
Shares

$8.06 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

83.1M
Shares

$4.46 Billion
0.33% of portfolio
Morgan Stanley New York, NY

44.5M
Shares

$2.39 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

25.4M
Shares

$1.37 Billion
0.28% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Financial Sector Spdr Transaction History