Financial & Tax Architects, LLC Financial Sector Spdr Transaction History

Financial & Tax Architects, LLC

  • $363 Billion
  • Q1 2024

A detailed history of Financial & Tax Architects, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 17,011 shares of XLF stock, worth $706,636. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,011
Previous 18,850 9.76%
Holding current value
$706,636
Previous $709 Million 1.09%
% of portfolio
0.2%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$37.27 - $42.12 $68,539 - $77,458
-1,839 Reduced 9.76%
17,011 $717 Million
Q4 2023

Jan 25, 2024
SELL
$31.45 - $37.72 $132,184 - $158,537
-4,203 Reduced 18.23%
18,850 $709 Million
Q3 2023

Oct 19, 2023
BUY
$33.17 - $35.6 $764,668 - $820,686
23,053 New
23,053 $765 Million
Q1 2023

Apr 26, 2023
SELL
$30.98 - $37.0 $286,255 - $341,880
-9,240 Reduced 25.38%
27,167 $873 Million
Q4 2022

Feb 09, 2023
BUY
$33.4 - $36.31 $1.22 Million - $1.32 Million
36,407 New
36,407 $1.29 Billion
Q2 2022

Aug 25, 2023
SELL
N/A
-38,846 Closed
0 $0
Q1 2022

Aug 25, 2023
BUY
N/A
38,846 New
38,846 $1.49 Billion
Q4 2021

Aug 25, 2023
BUY
N/A
5,718 Added 21.98%
31,730 $1.24 Billion
Q3 2021

Aug 25, 2023
BUY
N/A
6,543 Added 33.61%
26,012 $976 Million
Q2 2021

Aug 25, 2023
BUY
N/A
2,878 Added 17.35%
19,469 $714 Million
Q1 2021

Aug 25, 2023
BUY
N/A
16,591 New
16,591 $565 Million

Others Institutions Holding XLF

# of Institutions
1,725
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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