A detailed history of Advisor Os, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Advisor Os, LLC holds 147,393 shares of XLF stock, worth $7.44 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
147,393
Previous 123,002 19.83%
Holding current value
$7.44 Million
Previous $5.06 Million 32.1%
% of portfolio
0.69%
Previous 0.57%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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