A detailed history of Eagle Ridge Investment Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Eagle Ridge Investment Management holds 6,415 shares of XLF stock, worth $311,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,415
Previous 6,415 -0.0%
Holding current value
$311,063
Previous $263,000 10.27%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$39.59 - $42.49 $7,205 - $7,733
-182 Reduced 2.76%
6,415 $263,000
Q1 2021

Apr 19, 2021

BUY
$28.95 - $34.77 $190,983 - $229,377
6,597 New
6,597 $225,000
Q1 2020

Apr 29, 2020

SELL
$17.66 - $31.17 $116,503 - $205,628
-6,597 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$26.78 - $30.94 $176,667 - $204,111
6,597 New
6,597 $203,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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