Centric Wealth Management Financial Sector Spdr Transaction History

Centric Wealth Management

  • $415 Million
  • Q3 2025

A detailed history of Centric Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Centric Wealth Management holds 79,470 shares of XLF stock, worth $4.17 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
79,470
Previous 22,528 252.76%
Holding current value
$4.17 Million
Previous $1.18 Million 263.1%
% of portfolio
1.03%
Previous 0.3%

Shares

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

Nov 04, 2025
BUY
$51.37 - $54.25 $2.93 Million - $3.09 Million
56,942 Added 252.76%
79,470 $4.28 Million
Q2 2025

Aug 12, 2025
SELL
$43.92 - $52.37 $2.33 Million - $2.78 Million
-53,102 Reduced 70.21%
22,528 $1.18 Million
Q1 2025

May 15, 2025
BUY
$47.32 - $52.19 $395,879 - $436,621
8,366 Added 12.44%
75,630 $3.77 Million
Q4 2024

Feb 12, 2025
BUY
$44.89 - $51.34 $350,590 - $400,965
7,810 Added 13.14%
67,264 $3.25 Million
Q3 2024

Nov 14, 2024
BUY
$40.84 - $45.74 $2 Million - $2.24 Million
49,033 Added 470.52%
59,454 $2.69 Million
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $55,386 - $59,443
1,399 Added 15.51%
10,421 $428,000
Q1 2024

May 01, 2024
BUY
$37.27 - $42.12 $54,637 - $61,747
1,466 Added 19.4%
9,022 $380,000
Q4 2023

Feb 06, 2024
BUY
$31.45 - $37.72 $237,636 - $285,012
7,556 New
7,556 $284,000
Q4 2021

Jan 27, 2022
SELL
$37.54 - $40.62 $1.39 Million - $1.5 Million
-37,024 Closed
0 $0
Q3 2021

Oct 06, 2021
SELL
$35.11 - $39.0 $80,156 - $89,037
-2,283 Reduced 5.81%
37,024 $1.39 Million
Q2 2021

Jul 21, 2021
SELL
$34.47 - $38.47 $675,646 - $754,050
-19,601 Reduced 33.27%
39,307 $1.44 Million
Q1 2021

Apr 14, 2021
BUY
$28.95 - $34.77 $1.02 Million - $1.22 Million
35,079 Added 147.21%
58,908 $2.01 Million
Q4 2020

Feb 16, 2021
BUY
$23.61 - $29.48 $562,602 - $702,478
23,829 New
23,829 $702,000
Q3 2020

Oct 05, 2020
SELL
$22.68 - $25.49 $272,817 - $306,619
-12,029 Closed
0 $0
Q2 2020

Jul 29, 2020
BUY
$19.55 - $26.74 $235,166 - $321,655
12,029 New
12,029 $278,000

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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