A detailed history of Forbes J M & CO LLP transactions in Financial Sector Spdr stock. As of the latest transaction made, Forbes J M & CO LLP holds 272,965 shares of XLF stock, worth $13.4 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
272,965
Previous 272,965 -0.0%
Holding current value
$13.4 Million
Previous $11.2 Million 10.24%
% of portfolio
1.23%
Previous 1.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$39.59 - $42.49 $65,442 - $70,235
-1,653 Reduced 0.6%
272,965 $11.2 Million
Q4 2023

Feb 08, 2024

SELL
$31.45 - $37.72 $96,582 - $115,838
-3,071 Reduced 1.11%
274,618 $10.3 Million
Q3 2023

Nov 02, 2023

BUY
$33.17 - $35.6 $135,532 - $145,461
4,086 Added 1.49%
277,689 $9.21 Million
Q2 2023

Aug 03, 2023

BUY
$31.55 - $33.71 $8.63 Million - $9.22 Million
273,603 New
273,603 $9.22 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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