Smallwood Wealth Investment Management, LLC Financial Sector Spdr Transaction History

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 908 shares of XLF stock, worth $46,998. This represents 0.03% of its overall portfolio holdings.

Number of Shares
908
Previous 908 -0.0%
Holding current value
$46,998
Previous $47,000 2.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 02, 2025
BUY
$43.92 - $52.37 $15,723 - $18,748
358 Added 65.09%
908 $47,000
Q1 2025

Apr 25, 2025
BUY
$47.32 - $52.19 $26,026 - $28,704
550 New
550 $27,000

Others Institutions Holding XLF

# of Institutions
2,154
Shares Held
761M
Call Options Held
155M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email