Fiduciary Group LLC Financial Sector Spdr Transaction History

Fiduciary Group LLC

$975 Million
Q1 2025

A detailed history of Fiduciary Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fiduciary Group LLC holds 40,814 shares of XLF stock, worth $2.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

40,814

Previous 34,193 19.36%

Holding current value

$2.1 Million

Previous $1.65 Million 23.0%

% of portfolio

0.21%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$47.32 - $52.19 $313,305 - $345,549	6,621 Added 19.36%	40,814 $2.03 Million
Q4 2024 Feb 11, 2025	BUY	$44.89 - $51.34 $256,995 - $293,921	5,725 Added 20.11%	34,193 $1.65 Million
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $16,090 - $18,021	394 Added 1.4%	28,468 $1.29 Million
Q2 2024 Aug 08, 2024	BUY	$39.59 - $42.49 $179,342 - $192,479	4,530 Added 19.24%	28,074 $1.15 Million
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $112,890 - $127,581	3,029 Added 14.76%	23,544 $991,000
Q4 2023 Feb 05, 2024	BUY	$31.45 - $37.72 $645,196 - $773,825	20,515 New	20,515 $771,000

Others Institutions Holding XLF

# of Institutions

2,121

Shares Held

992M

Call Options Held

181M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Fiduciary Group LLC Financial Sector Spdr Transaction History