Zhang Financial LLC Financial Sector Spdr Transaction History

Zhang Financial LLC

$2.13 Billion
Q2 2025

A detailed history of Zhang Financial LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Zhang Financial LLC holds 48,724 shares of XLF stock, worth $2.62 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

48,724

Previous 19,662 147.81%

Holding current value

$2.62 Million

Previous $967,000 163.81%

% of portfolio

0.12%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$43.92 - $52.37 $1.28 Million - $1.52 Million	29,062 Added 147.81%	48,724 $2.55 Million
Q1 2025 Apr 15, 2025	BUY	$47.32 - $52.19 $55,080 - $60,749	1,164 Added 6.29%	19,662 $967,000
Q4 2024 Jan 16, 2025	BUY	$44.89 - $51.34 $312,165 - $357,018	6,954 Added 60.24%	18,498 $894,000
Q3 2024 Oct 15, 2024	BUY	$40.84 - $45.74 $81 - $91	2 Added 0.02%	11,544 $523,000
Q2 2024 Jul 19, 2024	BUY	$39.59 - $42.49 $79 - $84	2 Added 0.02%	11,542 $474,000
Q1 2024 Apr 24, 2024	SELL	$37.27 - $42.12 $18,485 - $20,891	-496 Reduced 4.12%	11,540 $486,000
Q4 2023 Jan 31, 2024	SELL	$31.45 - $37.72 $23,807 - $28,554	-757 Reduced 5.92%	12,036 $452,000
Q3 2023 Oct 11, 2023	SELL	$33.17 - $35.6 $9,884 - $10,608	-298 Reduced 2.28%	12,793 $424,000
Q2 2023 Jul 18, 2023	SELL	$31.55 - $33.71 $9,748 - $10,416	-309 Reduced 2.31%	13,091 $441,000
Q1 2023 May 10, 2023	SELL	$30.98 - $37.0 $96,564 - $115,329	-3,117 Reduced 18.87%	13,400 $430,000
Q4 2022 May 17, 2023	BUY	$30.29 - $36.31 $94,413 - $113,178	3,117 Added 23.26%	16,517 $564,000
Q4 2022 Jan 17, 2023	BUY	$30.29 - $36.31 $112,860 - $135,291	3,726 Added 29.13%	16,517 $565,000
Q3 2022 Oct 18, 2022	SELL	$30.36 - $35.81 $13,419 - $15,828	-442 Reduced 3.34%	12,791 $388,000
Q2 2022 Jul 14, 2022	SELL	$30.84 - $38.22 $14,679 - $18,192	-476 Reduced 3.47%	13,233 $416,000
Q1 2022 Apr 21, 2022	BUY	$35.66 - $41.42 $20,183 - $23,443	566 Added 4.31%	13,709 $525,000
Q4 2021 Feb 10, 2022	BUY	$37.54 - $40.62 $493,388 - $533,868	13,143 New	13,143 $513,000

Others Institutions Holding XLF

# of Institutions

2,135

Shares Held

986M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Zhang Financial LLC Financial Sector Spdr Transaction History