One Ascent Family Office, LLC Financial Sector Spdr Transaction History

One Ascent Family Office, LLC

  • $97.4 Million
  • Q3 2025

A detailed history of One Ascent Family Office, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 13,544 shares of XLF stock, worth $710,382. This represents 0.75% of its overall portfolio holdings.

Number of Shares
13,544
Previous 12,695 6.69%
Holding current value
$710,382
Previous $665,000 9.62%
% of portfolio
0.75%
Previous 0.63%

Shares

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

Oct 31, 2025
BUY
$51.37 - $54.25 $43,613 - $46,058
849 Added 6.69%
13,544 $729,000
Q2 2025

Aug 06, 2025
SELL
$43.92 - $52.37 $38,342 - $45,719
-873 Reduced 6.43%
12,695 $665,000
Q1 2025

May 05, 2025
BUY
$47.32 - $52.19 $642,037 - $708,113
13,568 New
13,568 $675,000

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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