A detailed history of Axim Planning & Wealth transactions in Financial Sector Spdr stock. As of the latest transaction made, Axim Planning & Wealth holds 6,886 shares of XLF stock, worth $361,170. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,886
Previous 6,238 10.39%
Holding current value
$361,170
Previous $326,000 13.5%
% of portfolio
0.3%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$51.37 - $54.25 $33,287 - $35,154
648 Added 10.39%
6,886 $370,000
Q2 2025

Aug 05, 2025

BUY
$43.92 - $52.37 $81,735 - $97,460
1,861 Added 42.52%
6,238 $326,000
Q1 2025

May 13, 2025

BUY
$47.32 - $52.19 $207,119 - $228,435
4,377 New
4,377 $218,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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