Cassady Schiller Wealth Management, LLC Financial Sector Spdr Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 4,059 shares of XLF stock, worth $212,894. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,059
Previous 4,026 0.82%
Holding current value
$212,894
Previous $182,000 7.69%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$44.89 - $51.34 $1,481 - $1,694
33 Added 0.82%
4,059 $196,000
Q3 2024

Nov 06, 2024
BUY
$40.84 - $45.74 $449 - $503
11 Added 0.27%
4,026 $182,000
Q2 2024

Aug 12, 2024
BUY
$39.59 - $42.49 $119,245 - $127,979
3,012 Added 300.3%
4,015 $165,000
Q1 2024

May 13, 2024
BUY
$37.27 - $42.12 $447 - $505
12 Added 1.21%
1,003 $42,000
Q3 2023

Nov 09, 2023
SELL
$33.17 - $35.6 $165 - $178
-5 Reduced 0.5%
991 $32,000
Q2 2023

Aug 10, 2023
SELL
$31.55 - $33.71 $17,573 - $18,776
-557 Reduced 35.87%
996 $33,000
Q1 2023

May 12, 2023
BUY
$30.98 - $37.0 $154 - $185
5 Added 0.32%
1,553 $49,000
Q4 2022

May 16, 2023
SELL
$30.29 - $36.31 $151 - $181
-5 Reduced 0.32%
1,548 $52,000
Q4 2022

Feb 13, 2023
BUY
$30.29 - $36.31 $46,888 - $56,207
1,548 New
1,548 $52,000
Q1 2022

May 12, 2022
SELL
$35.66 - $41.42 $199,767 - $232,034
-5,602 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$37.54 - $40.62 $210,299 - $227,553
5,602 New
5,602 $219,000

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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