Colonial Trust Advisors Financial Sector Spdr Transaction History

Colonial Trust Advisors

$1.28 Billion
Q3 2025

A detailed history of Colonial Trust Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Colonial Trust Advisors holds 1,838 shares of XLF stock, worth $96,403. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,838

Previous 2,143 14.23%

Holding current value

$96,403

Previous $112,000 11.61%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$51.37 - $54.25 $15,667 - $16,546	-305 Reduced 14.23%	1,838 $99,000
Q2 2025 Aug 13, 2025	SELL	$43.92 - $52.37 $21,916 - $26,132	-499 Reduced 18.89%	2,143 $112,000
Q1 2025 May 13, 2025	BUY	$47.32 - $52.19 $94 - $104	2 Added 0.08%	2,642 $131,000
Q4 2024 Feb 13, 2025	SELL	$44.89 - $51.34 $48,211 - $55,139	-1,074 Reduced 28.92%	2,640 $127,000
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $133,791 - $149,844	3,276 Added 747.95%	3,714 $168,000

Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $1,043 - $1,179	28 Added 6.83%	438 $18,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $12,418 - $14,887	410 New	410 $14,000

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

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.

Account

Colonial Trust Advisors Financial Sector Spdr Transaction History