Comprehensive Financial Planning, Inc./Pa Financial Sector Spdr Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Financial Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 12,969 shares of XLF stock, worth $680,224. This represents 0.48% of its overall portfolio holdings.

Number of Shares
12,969
Previous 11,552 12.27%
Holding current value
$680,224
Previous $605 Million 15.49%
% of portfolio
0.48%
Previous 0.48%

Shares

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

Nov 12, 2025
BUY
$51.37 - $54.25 $72,791 - $76,872
1,417 Added 12.27%
12,969 $699 Million
Q2 2025

Aug 08, 2025
SELL
$43.92 - $52.37 $2,723 - $3,246
-62 Reduced 0.53%
11,552 $605 Million
Q1 2025

May 09, 2025
BUY
$47.32 - $52.19 $406,478 - $448,312
8,590 Added 284.06%
11,614 $578 Million
Q4 2024

Jan 28, 2025
BUY
$44.89 - $51.34 $135,747 - $155,252
3,024 New
3,024 $146 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

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa 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 Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email