Tortoise Investment Management, LLC Financial Sector Spdr Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 4,619 shares of XLF stock, worth $239,079. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,619
Previous 5,405 14.54%
Holding current value
$239,079
Previous $269,000 10.41%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 08, 2025
SELL
$43.92 - $52.37 $34,521 - $41,162
-786 Reduced 14.54%
4,619 $241,000
Q1 2025

May 14, 2025
BUY
$47.32 - $52.19 $12,776 - $14,091
270 Added 5.26%
5,405 $269,000
Q4 2024

Aug 07, 2025
BUY
$44.89 - $51.34 $22,534 - $25,772
502 Added 10.84%
5,135 $248,000
Q4 2024

Feb 07, 2025
BUY
$44.89 - $51.34 $22,534 - $25,772
502 Added 10.84%
5,135 $248,000
Q3 2024

Aug 07, 2025
BUY
$40.84 - $45.74 $24,136 - $27,032
591 Added 14.62%
4,633 $209,000
Q3 2024

Nov 13, 2024
BUY
$40.84 - $45.74 $24,136 - $27,032
591 Added 14.62%
4,633 $209,000
Q2 2024

Aug 07, 2025
BUY
$39.59 - $42.49 $43,786 - $46,993
1,106 Added 37.67%
4,042 $166,000
Q2 2024

Aug 01, 2024
BUY
$39.59 - $42.49 $43,786 - $46,993
1,106 Added 37.67%
4,042 $166,000
Q1 2024

Aug 07, 2025
BUY
$37.27 - $42.12 $55,942 - $63,222
1,501 Added 104.6%
2,936 $123,000
Q1 2024

May 09, 2024
BUY
$37.27 - $42.12 $55,942 - $63,222
1,501 Added 104.6%
2,936 $123,000
Q4 2023

Aug 07, 2025
SELL
$31.45 - $37.72 $124,856 - $149,748
-3,970 Reduced 73.45%
1,435 $53,000
Q4 2023

Feb 29, 2024
SELL
$31.45 - $37.72 $94,350 - $113,160
-3,000 Reduced 67.64%
1,435 $53,000
Q4 2023

Feb 08, 2024
BUY
$31.45 - $37.72 $114,478 - $137,300
3,640 Added 457.86%
4,435 $166,000
Q3 2023

Aug 07, 2025
SELL
$33.17 - $35.6 $152,913 - $164,116
-4,610 Reduced 85.29%
795 $26,000
Q3 2023

Nov 09, 2023
BUY
$33.17 - $35.6 $33 - $35
1 Added 0.13%
795 $26,000
Q2 2023

Aug 07, 2023
BUY
$31.55 - $33.71 $3,155 - $3,371
100 Added 14.41%
794 $26,000
Q1 2020

May 05, 2020
SELL
$17.66 - $31.17 $8,918 - $15,740
-505 Reduced 42.12%
694 $14,000
Q4 2019

Feb 06, 2020
BUY
$26.78 - $30.94 $13,523 - $15,624
505 Added 72.77%
1,199 $37,000
Q4 2018

Feb 08, 2019
BUY
N/A
300 Added 76.14%
694 $17,000
Q3 2017

Nov 15, 2017
BUY
N/A
394
394 $10,000

Others Institutions Holding XLF

# of Institutions
2,158
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
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