Capital Advisors Wealth Management, LLC Financial Sector Spdr Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,378 shares of XLF stock, worth $229,626. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,378
Previous 4,916 10.94%
Holding current value
$229,626
Previous $264,000 13.26%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$51.76 - $53.77 $27,846 - $28,928
-538 Reduced 10.94%
4,378 $229,000
Q3 2025

Oct 15, 2025
BUY
$51.37 - $54.25 $34,212 - $36,130
666 Added 15.67%
4,916 $264,000
Q2 2025

Aug 13, 2025
SELL
$43.92 - $52.37 $4,128 - $4,922
-94 Reduced 2.16%
4,250 $222,000
Q1 2025

Apr 24, 2025
SELL
$47.32 - $52.19 $19,590 - $21,606
-414 Reduced 8.7%
4,344 $216,000
Q4 2024

Jan 14, 2025
BUY
$44.89 - $51.34 $213,586 - $244,275
4,758 New
4,758 $229,000

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
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