Avidian Wealth Solutions, LLC Financial Sector Spdr Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 20,673 shares of XLF stock, worth $1.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,673
Previous 20,264 2.02%
Holding current value
$1.01 Million
Previous $979,000 5.11%
% of portfolio
0.05%
Previous 0.05%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$47.32 - $52.19 $19,353 - $21,345
409 Added 2.02%
20,673 $1.03 Million
Q4 2024

Jan 29, 2025
BUY
$44.89 - $51.34 $293,311 - $335,455
6,534 Added 47.59%
20,264 $979,000
Q3 2024

Oct 30, 2024
BUY
$40.84 - $45.74 $35,489 - $39,748
869 Added 6.76%
13,730 $622,000
Q2 2024

Aug 06, 2024
SELL
$39.59 - $42.49 $112,158 - $120,374
-2,833 Reduced 18.05%
12,861 $528,000
Q1 2024

May 03, 2024
SELL
$37.27 - $42.12 $114,307 - $129,182
-3,067 Reduced 16.35%
15,694 $661,000
Q4 2023

Feb 06, 2024
SELL
$31.45 - $37.72 $182,598 - $219,002
-5,806 Reduced 23.63%
18,761 $705,000
Q3 2023

Oct 13, 2023
SELL
$33.17 - $35.6 $232,787 - $249,840
-7,018 Reduced 22.22%
24,567 $814,000
Q2 2023

Aug 03, 2023
SELL
$31.55 - $33.71 $93,230 - $99,613
-2,955 Reduced 8.56%
31,585 $1.06 Million
Q1 2023

May 08, 2023
BUY
$30.98 - $37.0 $683,016 - $815,739
22,047 Added 176.47%
34,540 $1.11 Million
Q4 2022

Feb 06, 2023
SELL
$30.29 - $36.31 $124,643 - $149,415
-4,115 Reduced 24.78%
12,493 $427,000
Q3 2022

Nov 03, 2022
SELL
$30.36 - $35.81 $4.19 Million - $4.94 Million
-138,062 Reduced 89.26%
16,608 $504,000
Q2 2022

Jul 29, 2022
SELL
$30.84 - $38.22 $8.34 Million - $10.3 Million
-270,585 Reduced 63.63%
154,670 $4.86 Million
Q1 2022

May 10, 2022
BUY
$35.66 - $41.42 $451,063 - $523,921
12,649 Added 3.07%
425,255 $16.3 Million
Q4 2021

Feb 14, 2022
BUY
$37.54 - $40.62 $227,192 - $245,832
6,052 Added 1.49%
412,606 $16.1 Million
Q3 2021

Nov 10, 2021
BUY
$35.11 - $39.0 $1.96 Million - $2.18 Million
55,881 Added 15.94%
406,554 $15.3 Million
Q2 2021

Aug 09, 2021
BUY
$34.47 - $38.47 $5.29 Million - $5.91 Million
153,583 Added 77.93%
350,673 $12.9 Million
Q1 2021

May 05, 2021
BUY
$28.95 - $34.77 $5.38 Million - $6.46 Million
185,923 Added 1664.93%
197,090 $6.71 Million
Q4 2020

Feb 09, 2021
SELL
$23.61 - $29.48 $258,789 - $323,130
-10,961 Reduced 49.53%
11,167 $329,000
Q3 2020

Nov 06, 2020
SELL
$22.68 - $25.49 $546,338 - $614,028
-24,089 Reduced 52.12%
22,128 $533,000
Q2 2020

Aug 10, 2020
SELL
$19.55 - $26.74 $447,421 - $611,971
-22,886 Reduced 33.12%
46,217 $1.07 Million
Q1 2020

Apr 22, 2020
BUY
$17.66 - $31.17 $709,031 - $1.25 Million
40,149 Added 138.66%
69,103 $1.44 Million
Q4 2019

Feb 13, 2020
BUY
$26.78 - $30.94 $505,686 - $584,240
18,883 Added 187.5%
28,954 $891,000
Q3 2019

Nov 14, 2019
SELL
$27.86 - $28.52 $3.77 Million - $3.86 Million
-135,218 Reduced 93.07%
10,071 $282,000
Q2 2019

Aug 14, 2019
BUY
N/A
46,736 Added 47.42%
145,289 $4.01 Million
Q1 2019

May 15, 2019
SELL
N/A
-215,576 Reduced 68.63%
98,553 $2.53 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-161,557 Reduced 33.96%
314,129 $7.48 Million
Q3 2018

Nov 14, 2018
BUY
N/A
12,515 Added 2.7%
475,686 $13.1 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-22,283 Reduced 4.59%
463,171 $12.3 Million
Q1 2018

May 15, 2018
BUY
N/A
369,797 Added 319.74%
485,454 $13.4 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-1,419 Reduced 1.21%
115,657 $3.23 Million
Q3 2017

Nov 14, 2017
BUY
N/A
4,799 Added 4.27%
117,076 $3.03 Million
Q2 2017

Aug 14, 2017
BUY
N/A
112,277
112,277 $2.77 Million

Others Institutions Holding XLF

# of Institutions
2,088
Shares Held
772M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email