Financial & Tax Architects, LLC Financial Sector Spdr Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 15,263 shares of XLF stock, worth $784,365. This represents 0.19% of its overall portfolio holdings.

Number of Shares

15,263

Previous 15,148 0.76%

Holding current value

$784,365

Previous $687 Million 7.45%

% of portfolio

0.19%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$44.89 - $51.34 $5,162 - $5,904	115 Added 0.76%	15,263 $738 Million
Q3 2024 Nov 13, 2024	SELL	$40.84 - $45.74 $50,151 - $56,168	-1,228 Reduced 7.5%	15,148 $687 Million
Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $25,139 - $26,981	-635 Reduced 3.73%	16,376 $673 Million
Q1 2024 May 08, 2024	SELL	$37.27 - $42.12 $68,539 - $77,458	-1,839 Reduced 9.76%	17,011 $717 Million
Q4 2023 Jan 25, 2024	SELL	$31.45 - $37.72 $132,184 - $158,537	-4,203 Reduced 18.23%	18,850 $709 Million
Q3 2023 Oct 19, 2023	BUY	$33.17 - $35.6 $764,668 - $820,686	23,053 New	23,053 $765 Million
Q1 2023 Apr 26, 2023	SELL	$30.98 - $37.0 $286,255 - $341,880	-9,240 Reduced 25.38%	27,167 $873 Million
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $1.1 Million - $1.32 Million	36,407 New	36,407 $1.29 Billion
Q2 2022 Aug 25, 2023	SELL	$30.84 - $38.22 $1.2 Million - $1.48 Million	-38,846 Closed	0 $0
Q1 2022 Aug 25, 2023	BUY	$35.66 - $41.42 $1.39 Million - $1.61 Million	38,846 New	38,846 $1.49 Billion
Q4 2021 Aug 25, 2023	BUY	$37.54 - $40.62 $214,653 - $232,265	5,718 Added 21.98%	31,730 $1.24 Billion
Q3 2021 Aug 25, 2023	BUY	$35.11 - $39.0 $229,724 - $255,177	6,543 Added 33.61%	26,012 $976 Million
Q2 2021 Aug 25, 2023	BUY	$34.47 - $38.47 $99,204 - $110,716	2,878 Added 17.35%	19,469 $714 Million
Q1 2021 Aug 25, 2023	BUY	$28.95 - $34.77 $480,309 - $576,869	16,591 New	16,591 $565 Million

Others Institutions Holding XLF

# of Institutions

2,034

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Account

Financial & Tax Architects, LLC Financial Sector Spdr Transaction History