Forbes J M & CO LLP Financial Sector Spdr Transaction History

Forbes J M & CO LLP

$1.16 Billion
Q3 2025

A detailed history of Forbes J M & CO LLP transactions in Financial Sector Spdr stock. As of the latest transaction made, Forbes J M & CO LLP holds 268,854 shares of XLF stock, worth $14.1 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

268,854

Previous 268,854 -0.0%

Holding current value

$14.1 Million

Previous $14.1 Million 2.87%

% of portfolio

1.25%

Previous 1.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$47.32 - $52.19 $194,532 - $214,553	-4,111 Reduced 1.51%	268,854 $13.4 Million
Q2 2024 Jul 30, 2024	SELL	$39.59 - $42.49 $65,442 - $70,235	-1,653 Reduced 0.6%	272,965 $11.2 Million
Q4 2023 Feb 08, 2024	SELL	$31.45 - $37.72 $96,582 - $115,838	-3,071 Reduced 1.11%	274,618 $10.3 Million
Q3 2023 Nov 02, 2023	BUY	$33.17 - $35.6 $135,532 - $145,461	4,086 Added 1.49%	277,689 $9.21 Million
Q2 2023 Aug 03, 2023	BUY	$31.55 - $33.71 $8.63 Million - $9.22 Million	273,603 New	273,603 $9.22 Million

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
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