A detailed history of Fiduciary Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fiduciary Group LLC holds 28,468 shares of XLF stock, worth $1.36 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
28,468
Previous 28,074 1.4%
Holding current value
$1.36 Million
Previous $1.15 Million 11.79%
% of portfolio
0.13%
Previous 0.13%

Shares

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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.