Beacon Investment Advisory Services, Inc. Financial Sector Spdr Transaction History

Beacon Investment Advisory Services, Inc.

  • $2.13 Billion
  • Q1 2025

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 7,615 shares of XLF stock, worth $388,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,615
Previous 4,626 64.61%
Holding current value
$388,060
Previous $223,000 69.96%
% of portfolio
0.02%
Previous 0.01%

Shares

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

May 06, 2025
BUY
$47.32 - $52.19 $141,439 - $155,995
2,989 Added 64.61%
7,615 $379,000
Q3 2024

Nov 14, 2024
BUY
$40.84 - $45.74 $188,925 - $211,593
4,626 New
4,626 $209,000

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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