A detailed history of Traphagen Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 4,117 shares of XLF stock, worth $213,466. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,117
Previous 4,150 0.8%
Holding current value
$213,466
Previous $204,000 5.39%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 23, 2025

SELL
$43.92 - $52.37 $1,449 - $1,728
-33 Reduced 0.8%
4,117 $215,000
Q1 2025

Apr 17, 2025

BUY
$47.32 - $52.19 $196,378 - $216,588
4,150 New
4,150 $204,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Traphagen Investment Advisors LLC Portfolio

Follow Traphagen Investment Advisors 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 Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.