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 4,015 shares of XLF stock, worth $189,066. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,015
Previous 1,003 300.3%
Holding current value
$189,066
Previous $42,000 292.86%
% of portfolio
0.07%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.