Spartan Planning & Wealth Management Financial Sector Spdr Transaction History

Spartan Planning & Wealth Management

$130 Million
Q4 2025

A detailed history of Spartan Planning & Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 6,690 shares of XLF stock, worth $350,890. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,690

Previous 8,938 25.15%

Holding current value

$350,890

Previous $481,000 27.23%

% of portfolio

0.27%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$51.76 - $53.77 $116,356 - $120,874	-2,248 Reduced 25.15%	6,690 $350,000
Q3 2025 Oct 14, 2025	SELL	$51.37 - $54.25 $65,753 - $69,440	-1,280 Reduced 12.53%	8,938 $481,000
Q2 2025 Jul 17, 2025	BUY	$43.92 - $52.37 $84,546 - $100,812	1,925 Added 23.21%	10,218 $535,000
Q1 2025 Apr 08, 2025	SELL	$47.32 - $52.19 $110,823 - $122,228	-2,342 Reduced 22.02%	8,293 $408,000
Q4 2024 Jan 07, 2025	BUY	$44.89 - $51.34 $337,662 - $386,179	7,522 Added 241.63%	10,635 $513,000

Q4 2023 Mar 12, 2024	BUY	$31.45 - $37.72 $52,207 - $62,615	1,660 Added 114.25%	3,113 $117,000
Q3 2023 Nov 17, 2023	BUY	$33.17 - $35.6 $48,196 - $51,726	1,453 New	1,453 $48,000

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

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Spartan Planning & Wealth Management Financial Sector Spdr Transaction History