Smith Chas P & Associates Pa Cpas Financial Sector Spdr Transaction History

Smith Chas P & Associates Pa Cpas

$1.72 Billion
Q1 2025

A detailed history of Smith Chas P & Associates Pa Cpas transactions in Financial Sector Spdr stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 11,371 shares of XLF stock, worth $579,466. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,371

Previous 9,419 20.72%

Holding current value

$579,466

Previous $455,000 24.4%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$47.32 - $52.19 $92,368 - $101,874	1,952 Added 20.72%	11,371 $566,000
Q3 2024 Oct 11, 2024	BUY	$40.84 - $45.74 $25,688 - $28,770	629 Added 7.16%	9,419 $426,000
Q2 2024 Jul 29, 2024	BUY	$39.59 - $42.49 $1,583 - $1,699	40 Added 0.46%	8,790 $361,000
Q1 2024 Apr 25, 2024	BUY	$37.27 - $42.12 $17,516 - $19,796	470 Added 5.68%	8,750 $368,000
Q4 2023 Feb 01, 2024	SELL	$31.45 - $37.72 $3,145 - $3,772	-100 Reduced 1.19%	8,280 $311,000
Q3 2023 Nov 02, 2023	BUY	$33.17 - $35.6 $3,317 - $3,560	100 Added 1.21%	8,380 $278,000
Q4 2022 Jan 12, 2023	SELL	$30.29 - $36.31 $3,029 - $3,631	-100 Reduced 1.19%	8,280 $283,000
Q3 2022 Nov 22, 2022	BUY	$30.36 - $35.81 $254,416 - $300,087	8,380 New	8,380 $254,000
Q2 2022 Jul 15, 2022	SELL	$30.84 - $38.22 $212,148 - $262,915	-6,879 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$35.11 - $39.0 $11,410 - $12,675	325 Added 4.96%	6,879 $258,000
Q2 2021 Jul 23, 2021	BUY	$34.47 - $38.47 $225,916 - $252,132	6,554 New	6,554 $240,000

Others Institutions Holding XLF

# of Institutions

2,108

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Industry ETFs

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Smith Chas P & Associates Pa Cpas Financial Sector Spdr Transaction History