Blue Sky Wealth Advisors, LLC Financial Sector Spdr Transaction History

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 5,793 shares of XLF stock, worth $288,896. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,793

Previous 5,793 -0.0%

Holding current value

$288,896

Previous $238,000 10.08%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$39.59 - $42.49 $229,344 - $246,144	5,793 New	5,793 $238,000
Q4 2023 Feb 12, 2024	SELL	$31.45 - $37.72 $138,254 - $165,817	-4,396 Reduced 43.14%	5,793 $217,000
Q4 2021 Jan 25, 2022	SELL	$37.54 - $40.62 $1.91 Million - $2.07 Million	-50,945 Reduced 83.33%	10,189 $398,000
Q4 2021 Jan 13, 2022	BUY	$37.54 - $40.62 $1.91 Million - $2.07 Million	50,945 Added 500.0%	61,134 $2.39 Million
Q3 2021 Oct 15, 2021	SELL	$35.11 - $39.0 $6,284 - $6,981	-179 Reduced 1.73%	10,189 $382,000
Q2 2021 Jul 27, 2021	BUY	$34.47 - $38.47 $103,685 - $115,717	3,008 Added 40.87%	10,368 $381,000
Q1 2021 Apr 23, 2021	BUY	$28.95 - $34.77 $213,072 - $255,907	7,360 New	7,360 $260,000

Others Institutions Holding XLF

# of Institutions

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Blue Sky Wealth Advisors, LLC Financial Sector Spdr Transaction History