A detailed history of Capital Analysts, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Capital Analysts, LLC holds 1,186 shares of XLF stock, worth $56,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,186
Previous 1,217 2.55%
Holding current value
$56,501
Previous $50,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$40.84 - $45.74 $1,266 - $1,417
-31 Reduced 2.55%
1,186 $54,000
Q2 2024

Aug 14, 2024

SELL
$39.59 - $42.49 $1,860 - $1,997
-47 Reduced 3.72%
1,217 $50,000
Q1 2024

May 14, 2024

BUY
$37.27 - $42.12 $11,479 - $12,972
308 Added 32.22%
1,264 $53,000
Q4 2023

Jan 30, 2024

SELL
$31.45 - $37.72 $59,000 - $70,762
-1,876 Reduced 66.24%
956 $36,000
Q3 2023

Nov 13, 2023

BUY
$33.17 - $35.6 $90,122 - $96,725
2,717 Added 2362.61%
2,832 $94,000
Q2 2023

Aug 11, 2023

SELL
$31.55 - $33.71 $90,296 - $96,478
-2,862 Reduced 96.14%
115 $4,000
Q1 2023

May 05, 2023

BUY
$30.98 - $37.0 $71,842 - $85,803
2,319 Added 352.43%
2,977 $96,000
Q4 2022

Feb 08, 2023

SELL
$30.29 - $36.31 $25,170 - $30,173
-831 Reduced 55.81%
658 $22,000
Q3 2022

Nov 14, 2022

BUY
$30.36 - $35.81 $6,041 - $7,126
199 Added 15.43%
1,489 $45,000
Q2 2022

Aug 12, 2022

BUY
$30.84 - $38.22 $10,084 - $12,497
327 Added 33.96%
1,290 $41,000
Q1 2022

May 12, 2022

SELL
$35.66 - $41.42 $22,537 - $26,177
-632 Reduced 39.62%
963 $37,000
Q4 2021

Feb 10, 2022

BUY
$37.54 - $40.62 $4,467 - $4,833
119 Added 8.06%
1,595 $62,000
Q3 2021

Nov 04, 2021

BUY
$35.11 - $39.0 $18,257 - $20,280
520 Added 54.39%
1,476 $56,000
Q2 2021

Nov 15, 2021

SELL
$34.47 - $38.47 $3,447 - $3,847
-100 Reduced 9.47%
956 $35,000
Q2 2021

Aug 05, 2021

BUY
$34.47 - $38.47 $12,133 - $13,541
352 Added 50.0%
1,056 $39,000
Q1 2021

May 17, 2021

BUY
$28.95 - $34.77 $18,672 - $22,426
645 Added 1093.22%
704 $24,000
Q2 2020

Aug 07, 2020

SELL
$19.55 - $26.74 $4,887 - $6,685
-250 Reduced 80.91%
59 $1,000
Q1 2020

May 08, 2020

SELL
$17.66 - $31.17 $217,218 - $383,391
-12,300 Reduced 97.55%
309 $6,000
Q4 2019

Feb 12, 2020

BUY
$26.78 - $30.94 $307,970 - $355,810
11,500 Added 1036.97%
12,609 $388,000
Q3 2019

Nov 12, 2019

BUY
$27.86 - $28.52 $2,786 - $2,852
100 Added 9.91%
1,109 $31,000
Q2 2019

Aug 13, 2019

BUY
N/A
200 Added 24.72%
1,009 $28,000
Q1 2019

May 13, 2019

SELL
N/A
-1,526 Reduced 65.35%
809 $20,000
Q4 2018

Feb 13, 2019

SELL
N/A
-23,509 Reduced 90.97%
2,335 $56,000
Q3 2018

Nov 07, 2018

SELL
N/A
-3,425 Reduced 11.7%
25,844 $0
Q2 2018

Aug 03, 2018

BUY
N/A
532 Added 1.85%
29,269 $0
Q1 2018

May 14, 2018

BUY
N/A
723 Added 2.58%
28,737 $792,000
Q4 2017

Feb 14, 2018

BUY
N/A
28,000 Added 200000.0%
28,014 $782,000
Q4 2017

Feb 12, 2018

SELL
N/A
-27,441 Reduced 99.95%
14 $2,000
Q3 2017

Nov 06, 2017

BUY
N/A
27,455
27,455 $710,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
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More about XLF
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