Beacon Financial Advisory LLC Financial Sector Spdr Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,076 shares of XLF stock, worth $302,428. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,076
Previous 7,634 7.31%
Holding current value
$302,428
Previous $287,000 3.83%
% of portfolio
0.15%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$37.27 - $42.12 $20,796 - $23,502
-558 Reduced 7.31%
7,076 $298,000
Q4 2023

Jan 23, 2024
BUY
$31.45 - $37.72 $20,190 - $24,216
642 Added 9.18%
7,634 $287,000
Q3 2023

Oct 25, 2023
BUY
$33.17 - $35.6 $23,384 - $25,098
705 Added 11.21%
6,992 $231,000
Q2 2023

Jul 17, 2023
BUY
$31.55 - $33.71 $126 - $134
4 Added 0.06%
6,287 $211,000
Q1 2023

Apr 18, 2023
BUY
$30.98 - $37.0 $154 - $185
5 Added 0.08%
6,283 $201,000
Q4 2022

Jan 20, 2023
SELL
$33.4 - $36.31 $13,994 - $15,213
-419 Reduced 6.26%
6,278 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-361 Reduced 5.11%
6,697 $203,000
Q2 2022

Jul 25, 2022
BUY
N/A
5 Added 0.07%
7,058 $222,000
Q1 2022

Apr 27, 2022
BUY
N/A
704 Added 11.09%
7,053 $270,000
Q4 2021

Jan 21, 2022
SELL
N/A
-396 Reduced 5.87%
6,349 $248,000
Q3 2021

Nov 15, 2021
BUY
N/A
5 Added 0.07%
6,745 $253,000
Q2 2021

Jul 14, 2021
SELL
N/A
-1,697 Reduced 20.11%
6,740 $247,000
Q1 2021

Apr 20, 2021
BUY
N/A
4 Added 0.05%
8,437 $287,000
Q4 2020

Jan 25, 2021
BUY
N/A
8,433 New
8,433 $248,000
Q1 2020

Apr 15, 2020
SELL
N/A
-16,508 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
N/A
16,508 New
16,508 $508,000

Others Institutions Holding XLF

# of Institutions
1,733
Shares Held
702M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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