Benchmark Financial Wealth Advisors, LLC Financial Sector Spdr Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 160,083 shares of XLF stock, worth $8.4 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
160,083
Previous 155,755 2.78%
Holding current value
$8.4 Million
Previous $8.16 Million 5.73%
% of portfolio
2.62%
Previous 2.72%

Shares

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

Oct 22, 2025
BUY
$51.37 - $54.25 $222,329 - $234,794
4,328 Added 2.78%
160,083 $8.62 Million
Q2 2025

Aug 05, 2025
BUY
$43.92 - $52.37 $35,487 - $42,314
808 Added 0.52%
155,755 $8.16 Million
Q1 2025

Apr 25, 2025
BUY
$47.32 - $52.19 $6.55 Million - $7.22 Million
138,372 Added 834.82%
154,947 $7.72 Million
Q4 2024

Jan 27, 2025
BUY
$44.89 - $51.34 $744,051 - $850,960
16,575 New
16,575 $801,000

Others Institutions Holding XLF

# of Institutions
2,165
Shares Held
764M
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 Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth 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 Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email