Capital Planning Advisors, LLC Financial Sector Spdr Transaction History

Capital Planning Advisors, LLC

$704 Million
Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 105,191 shares of XLF stock, worth $5.52 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

105,191

Previous 111,046 5.27%

Holding current value

$5.52 Million

Previous $5.82 Million 2.56%

% of portfolio

0.8%

Previous 0.88%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$51.37 - $54.25 $300,771 - $317,633	-5,855 Reduced 5.27%	105,191 $5.67 Million
Q2 2025 Aug 14, 2025	SELL	$43.92 - $52.37 $37,639 - $44,881	-857 Reduced 0.77%	111,046 $5.82 Million
Q1 2025 May 12, 2025	BUY	$47.32 - $52.19 $1.87 Million - $2.06 Million	39,413 Added 54.37%	111,903 $5.57 Million
Q4 2024 Jan 17, 2025	BUY	$44.89 - $51.34 $3.25 Million - $3.72 Million	72,490 New	72,490 $3.5 Million
Q4 2019 Feb 03, 2020	SELL	$26.78 - $30.94 $15,505 - $17,914	-579 Closed	0 $0

Q3 2019 Nov 05, 2019	BUY	$27.86 - $28.52 $16,130 - $16,513	579 New	579 $16,000
Q4 2018 Feb 13, 2019	SELL	N/A	-141,013 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	35,707 Added 33.91%	141,013 $3.89 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-25,656 Reduced 19.59%	105,306 $2.8 Million
Q1 2018 May 15, 2018	BUY	N/A	3,682 Added 2.89%	130,962 $3.61 Million
Q4 2017 Feb 08, 2018	BUY	N/A	14,890 Added 13.25%	127,280 $3.55 Million
Q3 2017 Nov 09, 2017	BUY	N/A	112,390	112,390 $2.91 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

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Capital Planning Advisors, LLC Financial Sector Spdr Transaction History