Schmidt P J Investment Management Inc Financial Sector Spdr Transaction History

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025

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 9,298 shares of XLF stock, worth $499,488. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,298
Previous 6,100 52.43%
Holding current value
$499,488
Previous $303,000 60.4%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Aug 01, 2025
BUY
$43.92 - $52.37 $140,456 - $167,479
3,198 Added 52.43%
9,298 $486,000
Q1 2025

May 21, 2025
SELL
$47.32 - $52.19 $14,243 - $15,709
-301 Reduced 4.7%
6,100 $303,000
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
2,133
Shares Held
985M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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