Phillips Wealth Planners LLC Financial Sector Spdr Transaction History

Phillips Wealth Planners LLC

$120 Billion
Q3 2025

A detailed history of Phillips Wealth Planners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 23,545 shares of XLF stock, worth $1.23 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

23,545

Previous 22,743 3.53%

Holding current value

$1.23 Million

Previous $1.19 Billion 6.48%

% of portfolio

1.05%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$51.37 - $54.25 $41,198 - $43,508	802 Added 3.53%	23,545 $1.26 Billion
Q2 2025 Jul 11, 2025	BUY	$43.92 - $52.37 $30,656 - $36,554	698 Added 3.17%	22,743 $1.19 Billion
Q1 2025 Apr 23, 2025	SELL	$47.32 - $52.19 $319,930 - $352,856	-6,761 Reduced 23.47%	22,045 $1.03 Billion
Q4 2024 Jan 17, 2025	BUY	$44.89 - $51.34 $341,837 - $390,954	7,615 Added 35.94%	28,806 $1.36 Billion
Q3 2024 Oct 28, 2024	BUY	$40.84 - $45.74 $269,707 - $302,066	6,604 Added 45.27%	21,191 $1.01 Billion

Q2 2024 Aug 02, 2024	BUY	$39.59 - $42.49 $1,504 - $1,614	38 Added 0.26%	14,587 $611 Million
Q1 2024 Apr 29, 2024	BUY	$37.27 - $42.12 $542,241 - $612,803	14,549 New	14,549 $576 Million

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Phillips Wealth Planners LLC Financial Sector Spdr Transaction History