Oak Family Advisors, LLC Financial Sector Spdr Transaction History

Oak Family Advisors, LLC

  • $370 Million
  • Q3 2025

A detailed history of Oak Family Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Oak Family Advisors, LLC holds 62,546 shares of XLF stock, worth $3.28 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
62,546
Previous 47,376 32.02%
Holding current value
$3.28 Million
Previous $2.48 Million 35.79%
% of portfolio
0.91%
Previous 0.84%

Shares

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

Oct 23, 2025
BUY
$51.37 - $54.25 $779,282 - $822,972
15,170 Added 32.02%
62,546 $3.37 Million
Q2 2025

Jul 17, 2025
BUY
$43.92 - $52.37 $2.08 Million - $2.48 Million
47,376 New
47,376 $2.48 Million
Q4 2024

Jan 24, 2025
BUY
$44.89 - $51.34 $1.92 Million - $2.19 Million
42,689 New
42,689 $2.06 Million

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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