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 $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,171
Previous 15,340 31.49%
Holding current value
$1.01 Million
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
1,863
Shares Held
702M
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
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email