Bellwether Advisors, LLC Financial Sector Spdr Transaction History

Bellwether Advisors, LLC

$542 Million
Q4 2024

A detailed history of Bellwether Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 1,201,148 shares of XLF stock, worth $62.7 Million. This represents 10.71% of its overall portfolio holdings.

Number of Shares

1,201,148

Previous 687,907 74.61%

Holding current value

$62.7 Million

Previous $31.2 Million 86.21%

% of portfolio

10.71%

Previous 6.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $23 Million - $26.3 Million	513,241 Added 74.61%	1,201,148 $58.1 Million
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

# of Institutions

2,036

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Bellwether Advisors, LLC Financial Sector Spdr Transaction History