Forvis Wealth Advisors, LLC Financial Sector Spdr Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,862 shares of XLF stock, worth $552,531. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,862

Previous 11,737 1.07%

Holding current value

$552,531

Previous $494,000 1.42%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$39.59 - $42.49 $4,948 - $5,311	125 Added 1.07%	11,862 $487,000
Q4 2023 Jan 11, 2024	SELL	$31.45 - $37.72 $27,833 - $33,382	-885 Reduced 7.01%	11,737 $441,000
Q3 2023 Oct 25, 2023	SELL	$33.17 - $35.6 $25,308 - $27,162	-763 Reduced 5.7%	12,622 $418,000
Q2 2023 Aug 08, 2023	BUY	$31.55 - $33.71 $68,021 - $72,678	2,156 Added 19.2%	13,385 $451,000
Q1 2023 Apr 26, 2023	BUY	$30.98 - $37.0 $10,037 - $11,988	324 Added 2.97%	11,229 $361,000
Q4 2022 Feb 02, 2023	BUY	$30.29 - $36.31 $333 - $399	11 Added 0.1%	10,905 $372,000
Q3 2022 Oct 13, 2022	SELL	$30.36 - $35.81 $23,286 - $27,466	-767 Reduced 6.58%	10,894 $331,000
Q2 2022 Jul 22, 2022	SELL	$30.84 - $38.22 $37,748 - $46,781	-1,224 Reduced 9.5%	11,661 $366,000
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $459,479 - $533,696	12,885 New	12,885 $494,000
Q2 2021 Jul 14, 2021	SELL	$34.47 - $38.47 $426,635 - $476,143	-12,377 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$28.95 - $34.77 $61,866 - $74,303	2,137 Added 20.87%	12,377 $421,000
Q4 2020 Jan 22, 2021	BUY	$23.61 - $29.48 $241,766 - $301,875	10,240 New	10,240 $302,000

Others Institutions Holding XLF

# of Institutions

1,762

Shares Held

705M

Call Options Held

184M

Put Options Held

267M

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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Financial Sector Spdr Transaction History