Fortis Group Advisors, LLC Financial Sector Spdr Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 45,181 shares of XLF stock, worth $2.21 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

45,181

Previous 87,844 48.57%

Holding current value

$2.21 Million

Previous $3.61 Billion 43.3%

% of portfolio

0.38%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$40.84 - $45.74 $1.74 Million - $1.95 Million	-42,663 Reduced 48.57%	45,181 $2.05 Billion
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $3.47 Million - $3.73 Million	87,700 Added 60902.78%	87,844 $3.61 Billion
Q1 2024 Apr 30, 2024	SELL	$37.27 - $42.12 $5,366 - $6,065	-144 Reduced 50.0%	144 $6.05 Million
Q4 2023 Mar 04, 2024	BUY	$31.45 - $37.72 $4,528 - $5,431	144 Added 100.0%	288 $10.8 Million
Q3 2023 Dec 01, 2023	BUY	$33.17 - $35.6 $4,776 - $5,126	144 New	144 $4.77 Million
Q1 2023 May 26, 2023	SELL	$30.98 - $37.0 $4,430 - $5,291	-143 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$22.68 - $25.49 $3,243 - $3,645	143 New	143 $3,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Fortis Group Advisors, LLC Financial Sector Spdr Transaction History