Fsm Wealth Advisors, LLC Financial Sector Spdr Transaction History

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 6,949 shares of XLF stock, worth $364,475. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,949
Previous 6,948 0.01%
Holding current value
$364,475
Previous $363,000 3.03%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$51.37 - $54.25 $51 - $54
1 Added 0.01%
6,949 $374,000
Q2 2025

Jul 30, 2025
BUY
$43.92 - $52.37 $63,684 - $75,936
1,450 Added 26.37%
6,948 $363,000
Q1 2025

Apr 28, 2025
BUY
$47.32 - $52.19 $47 - $52
1 Added 0.02%
5,498 $273,000
Q4 2024

Jan 24, 2025
BUY
$44.89 - $51.34 $8,080 - $9,241
180 Added 3.39%
5,497 $265,000
Q3 2024

Oct 30, 2024
SELL
$40.84 - $45.74 $8,086 - $9,056
-198 Reduced 3.59%
5,317 $240,000
Q1 2024

May 14, 2024
BUY
$37.27 - $42.12 $205,544 - $232,291
5,515 New
5,515 $232,000

Others Institutions Holding XLF

# of Institutions
2,165
Shares Held
764M
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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