Clearstead Advisors, LLC's ownership history for XLF

Clearstead Advisors, LLC currently holds 97.0K shares with a market value of $4.8M. It started holding XLF on 2024-09-30. At its peak, it held 97.0K shares on 2026-03-31. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 83.7K shares on 2025-12-31, with a value of $4.1M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 7.3K. In the recent year, Clearstead Advisors, LLC has increased its shares by 7.4K.