Evergreen Capital Management LLC Financial Sector Spdr Transaction History

Evergreen Capital Management LLC

  • $4.03 Billion
  • Q4 2025

A detailed history of Evergreen Capital Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Evergreen Capital Management LLC holds 18,478 shares of XLF stock, worth $969,171. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,478
Previous 22,603 18.25%
Holding current value
$969,171
Previous $1.22 Million 20.38%
% of portfolio
0.02%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$51.76 - $53.77 $213,510 - $221,801
-4,125 Reduced 18.25%
18,478 $969,000
Q3 2025

Oct 28, 2025
BUY
$51.37 - $54.25 $19,109 - $20,181
372 Added 1.67%
22,603 $1.22 Million
Q2 2025

Aug 14, 2025
SELL
$43.92 - $52.37 $18,841 - $22,466
-429 Reduced 1.89%
22,231 $1.16 Million
Q1 2025

May 15, 2025
SELL
$47.32 - $52.19 $14,669 - $16,178
-310 Reduced 1.35%
22,660 $1.13 Million
Q4 2024

Feb 13, 2025
SELL
$44.89 - $51.34 $43,633 - $49,902
-972 Reduced 4.06%
22,970 $1.11 Million
Q3 2024

Nov 14, 2024
BUY
$40.84 - $45.74 $174,591 - $195,538
4,275 Added 21.74%
23,942 $1.09 Million
Q2 2024

Aug 14, 2024
BUY
$39.59 - $42.49 $494,875 - $531,125
12,500 Added 174.41%
19,667 $808,000
Q1 2024

May 15, 2024
BUY
$37.27 - $42.12 $8,572 - $9,687
230 Added 3.32%
7,167 $301,000
Q4 2023

Feb 14, 2024
BUY
$31.45 - $37.72 $218,168 - $261,663
6,937 New
6,937 $260,000
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $40,986 - $48,343
-1,350 Reduced 16.04%
7,066 $215,000
Q2 2022

Aug 15, 2022
SELL
$30.84 - $38.22 $614,209 - $761,189
-19,916 Reduced 70.3%
8,416 $265,000
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $704,142 - $817,879
19,746 Added 229.98%
28,332 $1.09 Million
Q4 2021

Mar 11, 2022
BUY
$37.54 - $40.62 $70,199 - $75,959
1,870 Added 27.84%
8,586 $335,000
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $4,037 - $4,485
115 Added 1.74%
6,716 $252,000
Q2 2021

Aug 16, 2021
BUY
$34.47 - $38.47 $227,536 - $253,940
6,601 New
6,601 $242,000
Q4 2020

Feb 16, 2021
SELL
$23.61 - $29.48 $279,802 - $349,367
-11,851 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$19.55 - $26.74 $5,376 - $7,353
-275 Reduced 2.27%
11,851 $274,000
Q1 2020

May 15, 2020
BUY
$17.66 - $31.17 $10,613 - $18,733
601 Added 5.21%
12,126 $252,000
Q2 2019

Aug 14, 2019
BUY
N/A
11,525 New
11,525 $318,000

Others Institutions Holding XLF

# of Institutions
2,175
Shares Held
767M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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