Csm Advisors, LLC Financial Sector Spdr Transaction History

Csm Advisors, LLC

$2.14 Billion
Q4 2024

A detailed history of Csm Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Csm Advisors, LLC holds 1,377,800 shares of XLF stock, worth $70.1 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

1,377,800

Previous 688,900 100.0%

Holding current value

$70.1 Million

Previous $31.2 Million 113.29%

% of portfolio

3.11%

Previous 2.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$44.89 - $51.34 $30.9 Million - $35.4 Million	-688,900 Reduced 50.0%	688,900 $33.3 Million
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $30.9 Million - $35.4 Million	688,900 Added 100.0%	1,377,800 $66.6 Million
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $21.7 Million - $26 Million	688,900 New	688,900 $25.9 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $26.5 Million - $30.8 Million	-744,317 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$37.54 - $40.62 $27.9 Million - $30.2 Million	744,317 New	744,317 $29.1 Million

Others Institutions Holding XLF

# of Institutions

2,036

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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