Envestnet Portfolio Solutions, Inc. Financial Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 652,104 shares of XLF stock, worth $33.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

652,104

Previous 438,997 48.54%

Holding current value

$33.8 Million

Previous $19.9 Million 58.41%

% of portfolio

0.11%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$44.89 - $51.34 $9.57 Million - $10.9 Million	213,107 Added 48.54%	652,104 $31.5 Million
Q3 2024 Oct 31, 2024	BUY	$40.84 - $45.74 $11.7 Million - $13.2 Million	287,700 Added 190.16%	438,997 $19.9 Million
Q2 2024 Jul 16, 2024	BUY	$39.59 - $42.49 $2.17 Million - $2.33 Million	54,725 Added 56.67%	151,297 $6.22 Million
Q1 2024 May 06, 2024	BUY	$37.27 - $42.12 $1.3 Million - $1.47 Million	34,806 Added 56.35%	96,572 $4.07 Million
Q4 2023 Feb 07, 2024	BUY	$31.45 - $37.72 $552,010 - $662,061	17,552 Added 39.7%	61,766 $2.32 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $1.47 Million - $1.57 Million	44,214 New	44,214 $1.47 Million

Others Institutions Holding XLF

# of Institutions

1,939

Shares Held

729M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Envestnet Portfolio Solutions, Inc. Financial Sector Spdr Transaction History