Schmidt P J Investment Management Inc Financial Sector Spdr Transaction History

Schmidt P J Investment Management Inc

  • $563 Million
  • Q4 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 6,401 shares of XLF stock, worth $330,803. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,401
Previous 5,681 12.67%
Holding current value
$330,803
Previous $257,000 20.23%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$44.89 - $51.34 $32,320 - $36,964
720 Added 12.67%
6,401 $309,000
Q2 2024

Jul 29, 2024
BUY
$39.59 - $42.49 $224,910 - $241,385
5,681 New
5,681 $233,000

Others Institutions Holding XLF

# of Institutions
1,919
Shares Held
710M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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