Advisor Os, LLC Financial Sector Spdr Transaction History

Advisor Os, LLC

$970 Million
Q2 2025

A detailed history of Advisor Os, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Advisor Os, LLC holds 39,718 shares of XLF stock, worth $2.13 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

39,718

Previous 42,309 6.12%

Holding current value

$2.13 Million

Previous $2.11 Million 1.28%

% of portfolio

0.21%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$43.92 - $52.37 $113,796 - $135,690	-2,591 Reduced 6.12%	39,718 $2.08 Million
Q1 2025 May 06, 2025	BUY	$47.32 - $52.19 $323,053 - $356,301	6,827 Added 19.24%	42,309 $2.11 Million
Q4 2024 Feb 04, 2025	SELL	$44.89 - $51.34 $5.02 Million - $5.75 Million	-111,911 Reduced 75.93%	35,482 $1.71 Million
Q3 2024 Nov 04, 2024	BUY	$40.84 - $45.74 $996,128 - $1.12 Million	24,391 Added 19.83%	147,393 $6.68 Million
Q2 2024 Aug 05, 2024	BUY	$39.59 - $42.49 $4.87 Million - $5.23 Million	123,002 New	123,002 $5.06 Million
Q1 2023 Apr 24, 2023	BUY	$30.98 - $37.0 $2.8 Million - $3.35 Million	90,447 New	90,447 $2.91 Million
Q1 2022 May 11, 2022	SELL	$35.66 - $41.42 $541,104 - $628,507	-15,174 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$37.54 - $40.62 $317,813 - $343,888	8,466 Added 126.21%	15,174 $593,000
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $235,517 - $261,612	6,708 New	6,708 $252,000

Others Institutions Holding XLF

# of Institutions

2,133

Shares Held

985M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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