Estate Counselors, LLC Financial Sector Spdr Transaction History

Estate Counselors, LLC

$362 Million
Q4 2024

A detailed history of Estate Counselors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Estate Counselors, LLC holds 117,368 shares of XLF stock, worth $5.78 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

117,368

Previous 113,088 3.78%

Holding current value

$5.78 Million

Previous $5.13 Million 10.67%

% of portfolio

1.57%

Previous 1.38%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $192,129 - $219,735	4,280 Added 3.78%	117,368 $5.67 Million
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $40,104 - $44,916	-982 Reduced 0.86%	113,088 $5.13 Million
Q2 2024 Aug 08, 2024	BUY	$39.59 - $42.49 $1.64 Million - $1.76 Million	41,340 Added 56.84%	114,070 $4.69 Million
Q1 2024 May 14, 2024	SELL	$37.27 - $42.12 $246,168 - $278,202	-6,605 Reduced 8.33%	72,730 $3.06 Million
Q4 2023 Jan 23, 2024	BUY	$31.45 - $37.72 $895,538 - $1.07 Million	28,475 Added 55.99%	79,335 $2.98 Million
Q3 2023 Nov 02, 2023	BUY	$33.17 - $35.6 $674,014 - $723,392	20,320 Added 66.54%	50,860 $1.69 Million
Q2 2023 Jul 31, 2023	BUY	$31.55 - $33.71 $68,621 - $73,319	2,175 Added 7.67%	30,540 $1.03 Million
Q1 2023 May 04, 2023	SELL	$30.98 - $37.0 $338,177 - $403,892	-10,916 Reduced 27.79%	28,365 $911,000
Q4 2022 Feb 08, 2023	BUY	$30.29 - $36.31 $388,772 - $466,038	12,835 Added 48.53%	39,281 $1.34 Million
Q3 2022 Nov 04, 2022	SELL	$30.36 - $35.81 $709,361 - $836,700	-23,365 Reduced 46.91%	26,446 $802,000
Q2 2022 Aug 03, 2022	BUY	$30.84 - $38.22 $141,709 - $175,620	4,595 Added 10.16%	49,811 $1.57 Million
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $83,800 - $97,337	2,350 Added 5.48%	45,216 $1.73 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $204,930 - $221,744	-5,459 Reduced 11.3%	42,866 $1.67 Million
Q3 2021 Nov 03, 2021	SELL	$35.11 - $39.0 $2.92 Million - $3.24 Million	-83,160 Reduced 63.25%	48,325 $1.81 Million
Q2 2021 Aug 03, 2021	BUY	$34.47 - $38.47 $1.34 Million - $1.49 Million	38,745 Added 41.78%	131,485 $4.82 Million
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $2.4 Million - $2.88 Million	82,820 Added 834.88%	92,740 $3.16 Million
Q4 2020 Feb 11, 2021	SELL	$23.61 - $29.48 $92,787 - $115,856	-3,930 Reduced 28.38%	9,920 $292,000
Q3 2020 Oct 28, 2020	BUY	$22.68 - $25.49 $68,040 - $76,470	3,000 Added 27.65%	13,850 $333,000
Q2 2020 Aug 07, 2020	SELL	$19.55 - $26.74 $70,380 - $96,264	-3,600 Reduced 24.91%	10,850 $251,000
Q1 2020 Apr 28, 2020	SELL	$17.66 - $31.17 $6.76 Million - $11.9 Million	-382,950 Reduced 96.36%	14,450 $301,000
Q4 2019 Jan 31, 2020	SELL	$26.78 - $30.94 $174,070 - $201,110	-6,500 Reduced 1.61%	397,400 $12.2 Million
Q3 2019 Oct 28, 2019	SELL	$27.86 - $28.52 $130,942 - $134,044	-4,700 Reduced 1.15%	403,900 $11.3 Million
Q2 2019 Aug 07, 2019	BUY	N/A	408,600 New	408,600 $11.3 Million
Q1 2019 May 01, 2019	SELL	N/A	-552,780 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	N/A	-21,770 Reduced 3.79%	552,780 $13.2 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-168,320 Reduced 22.66%	574,550 $15.8 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-6,890 Reduced 0.92%	742,870 $19.8 Million
Q1 2018 Apr 13, 2018	SELL	N/A	-42,130 Reduced 5.32%	749,760 $20.7 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-41,770 Reduced 5.01%	791,890 $22.1 Million
Q3 2017 Nov 13, 2017	BUY	N/A	55,950 Added 7.19%	833,660 $21.6 Million
Q2 2017 Nov 13, 2017	SELL	N/A	-23,000 Reduced 2.87%	777,710 $19.2 Million
Q1 2017 Nov 13, 2017	BUY	N/A	800,710	800,710 $19 Million

Others Institutions Holding XLF

# of Institutions

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Estate Counselors, LLC Financial Sector Spdr Transaction History