A detailed history of Bellwether Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 687,907 shares of XLF stock, worth $33.7 Million. This represents 6.15% of its overall portfolio holdings.

Number of Shares
687,907
Previous 432,586 59.02%
Holding current value
$33.7 Million
Previous $17.8 Million 75.31%
% of portfolio
6.15%
Previous 3.89%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$40.84 - $45.74 $10.4 Million - $11.7 Million
255,321 Added 59.02%
687,907 $31.2 Million
Q2 2024

Jul 31, 2024

BUY
$39.59 - $42.49 $278,198 - $298,577
7,027 Added 1.65%
432,586 $17.8 Million
Q1 2024

May 06, 2024

SELL
$37.27 - $42.12 $609,401 - $688,704
-16,351 Reduced 3.7%
425,559 $17.9 Million
Q4 2023

Jan 12, 2024

BUY
$31.45 - $37.72 $671,300 - $805,133
21,345 Added 5.08%
441,910 $16.6 Million
Q3 2023

Oct 27, 2023

BUY
$33.17 - $35.6 $14 Million - $15 Million
420,565 New
420,565 $14 Million
Q1 2023

May 05, 2023

BUY
$30.98 - $37.0 $39,034 - $46,620
1,260 Added 421.4%
1,559 $50,000
Q4 2022

Feb 13, 2023

SELL
$30.29 - $36.31 $7.47 Million - $8.95 Million
-246,506 Reduced 99.88%
299 $10,000
Q3 2022

Nov 14, 2022

SELL
$30.36 - $35.81 $1.34 Million - $1.58 Million
-44,015 Reduced 15.13%
246,805 $7.49 Million
Q2 2022

Aug 05, 2022

BUY
$30.84 - $38.22 $3.01 Million - $3.73 Million
97,687 Added 50.58%
290,820 $9.15 Million
Q1 2022

Apr 29, 2022

SELL
$35.66 - $41.42 $12.9 Million - $15 Million
-362,889 Reduced 65.27%
193,133 $7.4 Million
Q4 2021

Jan 28, 2022

BUY
$37.54 - $40.62 $20.6 Million - $22.3 Million
548,044 Added 6869.44%
556,022 $21.7 Million
Q3 2021

Nov 12, 2021

SELL
$35.11 - $39.0 $8 Million - $8.89 Million
-227,868 Reduced 96.62%
7,978 $299,000
Q2 2021

Aug 10, 2021

SELL
$34.47 - $38.47 $358,281 - $399,857
-10,394 Reduced 4.22%
235,846 $8.65 Million
Q1 2021

May 06, 2021

BUY
$28.95 - $34.77 $3.55 Million - $4.26 Million
122,579 Added 99.13%
246,240 $8.38 Million
Q4 2020

Jan 29, 2021

BUY
$23.61 - $29.48 $2.92 Million - $3.65 Million
123,661 New
123,661 $3.65 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, 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 Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.