Atlas Private Wealth Advisors Financial Sector Spdr Transaction History

Atlas Private Wealth Advisors

$614 Million
Q2 2024

A detailed history of Atlas Private Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 313,268 shares of XLF stock, worth $14.1 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

313,268

Previous 143,287 118.63%

Holding current value

$14.1 Million

Previous $6.04 Million 113.39%

% of portfolio

2.1%

Previous 2.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$39.59 - $42.49 $6.73 Million - $7.22 Million	169,981 Added 118.63%	313,268 $12.9 Million
Q1 2024 May 03, 2024	BUY	$37.27 - $42.12 $5.34 Million - $6.04 Million	143,287 New	143,287 $6.04 Million
Q4 2021 Apr 21, 2022	SELL	$37.54 - $40.62 $16,742 - $18,116	-446 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$35.11 - $39.0 $5,336 - $5,928	-152 Reduced 25.42%	446 $17,000
Q2 2021 Aug 02, 2021	SELL	$34.47 - $38.47 $4,825 - $5,385	-140 Reduced 18.97%	598 $22,000
Q4 2020 Jan 29, 2021	SELL	$23.61 - $29.48 $2,573 - $3,213	-109 Reduced 12.87%	738 $22,000
Q3 2020 Oct 27, 2020	BUY	$22.68 - $25.49 $2,472 - $2,778	109 Added 14.77%	847 $20,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $14,427 - $19,734	738 New	738 $17,000

Others Institutions Holding XLF

# of Institutions

1,729

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Atlas Private Wealth Advisors Financial Sector Spdr Transaction History