Colonial Trust Advisors Financial Sector Spdr Transaction History

Colonial Trust Advisors

  • $1.11 Billion
  • Q1 2025

A detailed history of Colonial Trust Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Colonial Trust Advisors holds 2,642 shares of XLF stock, worth $134,636. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,642
Previous 2,640 0.08%
Holding current value
$134,636
Previous $127,000 3.15%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$47.32 - $52.19 $94 - $104
2 Added 0.08%
2,642 $131,000
Q4 2024

Feb 13, 2025
SELL
$44.89 - $51.34 $48,211 - $55,139
-1,074 Reduced 28.92%
2,640 $127,000
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $133,791 - $149,844
3,276 Added 747.95%
3,714 $168,000
Q1 2024

May 13, 2024
BUY
$37.27 - $42.12 $1,043 - $1,179
28 Added 6.83%
438 $18,000
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $12,418 - $14,887
410 New
410 $14,000

Others Institutions Holding XLF

# of Institutions
2,109
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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