Capital Advisors Inc Financial Sector Spdr Transaction History

Capital Advisors Inc

$4.88 Billion
Q4 2024

A detailed history of Capital Advisors Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Capital Advisors Inc holds 9,186 shares of XLF stock, worth $472,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,186

Previous 8,916 3.03%

Holding current value

$472,803

Previous $404,000 9.65%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$44.89 - $51.34 $12,120 - $13,861	270 Added 3.03%	9,186 $443,000
Q3 2024 Oct 28, 2024	SELL	$40.84 - $45.74 $7,759 - $8,690	-190 Reduced 2.09%	8,916 $404,000
Q2 2024 Jul 31, 2024	BUY	$39.59 - $42.49 $106,932 - $114,765	2,701 Added 42.17%	9,106 $374,000
Q1 2024 Apr 29, 2024	SELL	$37.27 - $42.12 $3.81 Million - $4.3 Million	-102,197 Reduced 94.1%	6,405 $269,000
Q4 2023 Jan 29, 2024	BUY	$31.45 - $37.72 $3.21 Million - $3.85 Million	102,004 Added 1545.98%	108,602 $4.08 Million
Q3 2023 Oct 24, 2023	BUY	$33.17 - $35.6 $13,433 - $14,418	405 Added 6.54%	6,598 $218,000
Q2 2023 Jul 18, 2023	BUY	$31.55 - $33.71 $195,389 - $208,766	6,193 New	6,193 $208,000
Q1 2022 May 05, 2022	SELL	$35.66 - $41.42 $195,416 - $226,981	-5,480 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$37.54 - $40.62 $205,719 - $222,597	5,480 New	5,480 $0
Q2 2020 Aug 07, 2020	SELL	$19.55 - $26.74 $223,163 - $305,237	-11,415 Closed	0 $0
Q1 2020 May 21, 2020	BUY	$17.66 - $31.17 $43,867 - $77,426	2,484 Added 27.81%	11,415 $0
Q4 2019 Feb 04, 2020	BUY	$26.78 - $30.94 $17,540 - $20,265	655 Added 7.91%	8,931 $0
Q2 2019 Aug 07, 2019	BUY	N/A	8,276 New	8,276 $0

Others Institutions Holding XLF

# of Institutions

1,911

Shares Held

710M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Capital Advisors Inc Financial Sector Spdr Transaction History