Arete Wealth Advisors, LLC Financial Sector Spdr Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 10,018 shares of XLF stock, worth $508,213. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,018

Previous 10,018 -0.0%

Holding current value

$508,213

Previous $453,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $409,135 - $458,223	10,018 New	10,018 $453,000
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $63,023 - $71,224	1,691 Added 15.67%	12,484 $525,000
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $339,439 - $407,111	10,793 New	10,793 $405,000
Q2 2023 Aug 09, 2023	SELL	$31.55 - $33.71 $122,950 - $131,367	-3,897 Reduced 25.89%	11,155 $376,000
Q1 2023 May 01, 2023	SELL	$30.98 - $37.0 $93,311 - $111,444	-3,012 Reduced 16.67%	15,052 $483,000
Q4 2022 Feb 06, 2023	SELL	$30.29 - $36.31 $10,056 - $12,054	-332 Reduced 1.8%	18,064 $617,000
Q3 2022 Nov 07, 2022	BUY	$30.36 - $35.81 $131,367 - $154,949	4,327 Added 30.76%	18,396 $558,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $67,570 - $83,740	-2,191 Reduced 13.47%	14,069 $443,000
Q1 2022 May 06, 2022	BUY	$35.66 - $41.42 $133,404 - $154,952	3,741 Added 29.88%	16,260 $623,000
Q4 2021 Feb 07, 2022	BUY	$37.54 - $40.62 $20,271 - $21,934	540 Added 4.51%	12,519 $493,000
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $25,735 - $28,587	733 Added 6.52%	11,979 $450,000
Q2 2021 Aug 09, 2021	SELL	$34.47 - $38.47 $1.26 Million - $1.41 Million	-36,669 Reduced 76.53%	11,246 $250,000
Q1 2021 May 10, 2021	BUY	$28.95 - $34.77 $1.12 Million - $1.35 Million	38,745 Added 422.52%	47,915 $1.63 Million
Q4 2020 Feb 08, 2021	SELL	$23.61 - $29.48 $78,031 - $97,431	-3,305 Reduced 26.49%	9,170 $269,000
Q3 2020 Nov 09, 2020	SELL	$22.68 - $25.49 $161,731 - $181,769	-7,131 Reduced 36.37%	12,475 $303,000
Q2 2020 Aug 11, 2020	BUY	$19.55 - $26.74 $116,107 - $158,808	5,939 Added 43.46%	19,606 $454,000
Q1 2020 May 14, 2020	SELL	$17.66 - $31.17 $11,055 - $19,512	-626 Reduced 4.38%	13,667 $285,000
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $38,643 - $44,646	1,443 Added 11.23%	14,293 $440,000
Q3 2019 Nov 13, 2019	SELL	$27.86 - $28.52 $11,004 - $11,265	-395 Reduced 2.98%	12,850 $360,000
Q2 2019 Aug 14, 2019	SELL	N/A	-2,109 Reduced 13.74%	13,245 $366,000
Q1 2019 May 15, 2019	BUY	N/A	1,178 Added 8.31%	15,354 $395,000
Q4 2018 Feb 14, 2019	BUY	N/A	14,176 New	14,176 $338,000

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Arete Wealth Advisors, LLC Financial Sector Spdr Transaction History