Adviser Investments LLC Financial Sector Spdr Transaction History

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024

A detailed history of Adviser Investments LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Adviser Investments LLC holds 20,171 shares of XLF stock, worth $978,091. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,171
Previous 15,340 31.49%
Holding current value
$978,091
Previous $630,000 45.08%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$40.84 - $45.74 $197,298 - $220,969
4,831 Added 31.49%
20,171 $914,000
Q2 2024

Aug 12, 2024
SELL
$39.59 - $42.49 $18,726 - $20,097
-473 Reduced 2.99%
15,340 $630,000
Q1 2024

Apr 29, 2024
BUY
$37.27 - $42.12 $116,207 - $131,330
3,118 Added 24.56%
15,813 $666,000
Q4 2023

Feb 01, 2024
SELL
$31.45 - $37.72 $70,919 - $85,058
-2,255 Reduced 15.08%
12,695 $477,000
Q3 2023

Oct 11, 2023
BUY
$33.17 - $35.6 $17,347 - $18,618
523 Added 3.63%
14,950 $495,000
Q2 2023

Aug 04, 2023
BUY
$31.55 - $33.71 $455,171 - $486,334
14,427 New
14,427 $486,000
Q3 2021

Nov 05, 2021
SELL
$35.11 - $39.0 $208,728 - $231,855
-5,945 Closed
0 $0
Q2 2021

Jul 09, 2021
SELL
$34.47 - $38.47 $72,180 - $80,556
-2,094 Reduced 26.05%
5,945 $218,000
Q1 2021

May 05, 2021
BUY
$28.95 - $34.77 $232,729 - $279,516
8,039 New
8,039 $274,000
Q1 2020

Apr 08, 2020
SELL
$17.66 - $31.17 $1.91 Million - $3.37 Million
-108,131 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$26.78 - $30.94 $430,461 - $497,329
16,074 Added 17.46%
108,131 $3.33 Million
Q3 2019

Nov 13, 2019
BUY
$27.86 - $28.52 $2.56 Million - $2.63 Million
92,057 New
92,057 $2.58 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-55,884 Closed
0 $0
Q1 2019

May 07, 2019
SELL
N/A
-11,387 Reduced 16.93%
55,884 $1.44 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-27,772 Reduced 29.22%
67,271 $1.6 Million
Q3 2018

Nov 14, 2018
BUY
N/A
25,035 Added 35.76%
95,043 $2.62 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-140,080 Reduced 66.68%
70,008 $1.86 Million
Q1 2018

May 14, 2018
BUY
N/A
112,974 Added 116.33%
210,088 $5.79 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-132,468 Reduced 57.7%
97,114 $2.71 Million
Q3 2017

Oct 23, 2017
SELL
N/A
-200,242 Reduced 46.59%
229,582 $5.94 Million
Q2 2017

Aug 14, 2017
BUY
N/A
429,824
429,824 $10.6 Million

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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