Clearstead Advisors, LLC's ownership history for XLF

Clearstead Advisors, LLC currently holds 89.6K shares with a market value of $4.8M. It started holding XLF on 2024-09-30. At its peak, it held 90.9K shares on 2024-09-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 88.8K shares on 2025-06-30, with a value of $4.1M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 51. In the recent year, Clearstead Advisors, LLC has decreased its shares by 1.2K.