Forvis Wealth Advisors, LLC Financial Sector Spdr Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

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 14,211 shares of XLF stock, worth $735,561. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,211

Previous 12,540 13.33%

Holding current value

$735,561

Previous $624,000 19.23%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$43.92 - $52.37 $73,390 - $87,510	1,671 Added 13.33%	14,211 $744,000
Q1 2025 May 13, 2025	BUY	$47.32 - $52.19 $37,997 - $41,908	803 Added 6.84%	12,540 $624,000
Q3 2024 Nov 14, 2024	SELL	$40.84 - $45.74 $5,105 - $5,717	-125 Reduced 1.05%	11,737 $531,000
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

2,152

Shares Held

759M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Financial Sector Spdr Transaction History