Kozak & Associates, Inc. Financial Sector Spdr Transaction History

Kozak & Associates, Inc.

  • $500 Million
  • Q4 2025

A detailed history of Kozak & Associates, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 219 shares of XLF stock, worth $11,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares
219
Previous 265 17.36%
Holding current value
$11,486
Previous $14,000 21.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 12, 2026
SELL
$51.76 - $53.77 $2,380 - $2,473
-46 Reduced 17.36%
219 $11,000
Q3 2025

Nov 18, 2025
SELL
$51.37 - $54.25 $20,137 - $21,266
-392 Reduced 59.67%
265 $14,000
Q2 2025

Jul 10, 2025
BUY
$43.92 - $52.37 $43 - $52
1 Added 0.15%
657 $34,000
Q1 2025

Apr 15, 2025
BUY
$47.32 - $52.19 $10,410 - $11,481
220 Added 50.46%
656 $32,000
Q4 2024

Jan 06, 2025
BUY
$44.89 - $51.34 $19,572 - $22,384
436 New
436 $21,000

Others Institutions Holding XLF

# of Institutions
2,188
Shares Held
767M
Call Options Held
128M
Put Options Held
242M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Kozak & Associates, Inc. Portfolio

Follow Kozak & Associates, Inc. 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 Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email