Stonehaven Wealth & Tax Solutions, LLC Financial Sector Spdr Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 4,210 shares of XLF stock, worth $220,814. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,210
Previous 4,213 0.07%
Holding current value
$220,814
Previous $221 Million 2.79%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 13, 2025
SELL
$51.37 - $54.25 $154 - $162
-3 Reduced 0.07%
4,210 $227 Million
Q2 2025

Aug 14, 2025
SELL
$43.92 - $52.37 $570 - $680
-13 Reduced 0.31%
4,213 $221 Million
Q1 2025

May 15, 2025
SELL
$47.32 - $52.19 $27,492 - $30,322
-581 Reduced 12.09%
4,226 $210 Million
Q4 2024

Feb 13, 2025
BUY
$44.89 - $51.34 $215,786 - $246,791
4,807 New
4,807 $232 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
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