Iam Advisory, LLC Financial Sector Spdr Transaction History

Iam Advisory, LLC

  • $427 Million
  • Q3 2025

A detailed history of Iam Advisory, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iam Advisory, LLC holds 91,044 shares of XLF stock, worth $4.78 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
91,044
Previous 90,721 0.36%
Holding current value
$4.78 Million
Previous $4.75 Million 3.22%
% of portfolio
1.15%
Previous 1.19%

Shares

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

Oct 20, 2025
BUY
$51.37 - $54.25 $16,592 - $17,522
323 Added 0.36%
91,044 $4.9 Million
Q2 2025

Jul 08, 2025
SELL
$43.92 - $52.37 $112,698 - $134,381
-2,566 Reduced 2.75%
90,721 $4.75 Million
Q1 2025

Apr 11, 2025
BUY
$47.32 - $52.19 $4.41 Million - $4.87 Million
93,287 New
93,287 $4.59 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

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email