Financial Engines Advisors L.L.C. Financial Sector Spdr Transaction History

Financial Engines Advisors L.L.C.

$48.7 Billion
Q3 2024

A detailed history of Financial Engines Advisors L.L.C. transactions in Financial Sector Spdr stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 7,996 shares of XLF stock, worth $398,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,996

Previous 8,892 10.08%

Holding current value

$398,760

Previous $365,000 0.82%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $36,592 - $40,983	-896 Reduced 10.08%	7,996 $362,000
Q2 2024 Aug 14, 2024	BUY	$39.59 - $42.49 $352,034 - $377,821	8,892 New	8,892 $365,000
Q4 2023 Feb 13, 2024	BUY	$31.45 - $37.72 $89,443 - $107,275	2,844 Added 37.19%	10,491 $394,000
Q3 2023 Nov 09, 2023	SELL	$33.17 - $35.6 $151,719 - $162,834	-4,574 Reduced 37.43%	7,647 $253,000
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $28,521 - $30,473	-904 Reduced 6.89%	12,221 $411,000
Q1 2023 May 12, 2023	SELL	$30.98 - $37.0 $419,686 - $501,239	-13,547 Reduced 50.79%	13,125 $421,000
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $1.27 Million - $1.52 Million	-41,842 Reduced 61.07%	26,672 $912,000
Q3 2022 Nov 10, 2022	SELL	$30.36 - $35.81 $501,820 - $591,903	-16,529 Reduced 19.44%	68,514 $2.08 Million
Q2 2022 Aug 11, 2022	SELL	$30.84 - $38.22 $61,433 - $76,134	-1,992 Reduced 2.29%	85,043 $2.67 Million
Q1 2022 May 12, 2022	BUY	$35.66 - $41.42 $3.1 Million - $3.6 Million	87,035 New	87,035 $3.34 Million
Q3 2021 Nov 12, 2021	SELL	$35.11 - $39.0 $256,794 - $285,246	-7,314 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$34.47 - $38.47 $27,196 - $30,352	-789 Reduced 9.74%	7,314 $268,000
Q1 2021 May 12, 2021	BUY	$28.95 - $34.77 $7,555 - $9,074	261 Added 3.33%	8,103 $276,000
Q4 2020 Feb 11, 2021	BUY	$23.61 - $29.48 $185,149 - $231,182	7,842 New	7,842 $231,000
Q4 2018 Feb 08, 2019	SELL	N/A	-156 Closed	0 $0
Q3 2018 Nov 02, 2018	SELL	N/A	-159 Reduced 50.48%	156 $4,000
Q2 2018 Jul 27, 2018	SELL	N/A	-310 Reduced 49.6%	315 $8,000
Q1 2018 May 02, 2018	BUY	N/A	625 New	625 $17,000

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Engines Advisors L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Financial Engines Advisors L.L.C. with notifications on news.

Account

Financial Engines Advisors L.L.C. Financial Sector Spdr Transaction History