Foundations Investment Advisors, LLC Financial Sector Spdr Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 799,682 shares of XLF stock, worth $39 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
799,682
Previous 1,147,841 30.33%
Holding current value
$39 Million
Previous $47.2 Million 23.2%
% of portfolio
0.81%
Previous 1.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$40.84 - $45.74 $14.2 Million - $15.9 Million
-348,159 Reduced 30.33%
799,682 $36.2 Million
Q2 2024

Aug 02, 2024
BUY
$39.59 - $42.49 $1.37 Million - $1.47 Million
34,581 Added 3.11%
1,147,841 $47.2 Million
Q1 2024

May 13, 2024
BUY
$37.27 - $42.12 $3.4 Million - $3.84 Million
91,270 Added 8.93%
1,113,260 $46.9 Million
Q4 2023

Feb 08, 2024
BUY
$31.45 - $37.72 $30.3 Million - $36.3 Million
962,378 Added 1614.4%
1,021,990 $38.4 Million
Q3 2023

Oct 05, 2023
BUY
$33.17 - $35.6 $1.16 Million - $1.24 Million
34,858 Added 140.82%
59,612 $1.98 Million
Q2 2023

Jul 19, 2023
SELL
$31.55 - $33.71 $192,738 - $205,934
-6,109 Reduced 19.79%
24,754 $834,000
Q1 2023

Apr 25, 2023
SELL
$30.98 - $37.0 $320,921 - $383,283
-10,359 Reduced 25.13%
30,863 $992,000
Q4 2022

Jan 11, 2023
BUY
$30.29 - $36.31 $40,528 - $48,582
1,338 Added 3.35%
41,222 $0
Q3 2022

Oct 19, 2022
BUY
$30.36 - $35.81 $504,856 - $595,484
16,629 Added 71.51%
39,884 $1.21 Million
Q2 2022

Jul 08, 2022
SELL
$30.84 - $38.22 $6.64 Million - $8.23 Million
-215,462 Reduced 90.26%
23,255 $737,000
Q1 2022

Apr 19, 2022
BUY
$35.66 - $41.42 $4.39 Million - $5.09 Million
122,979 Added 106.26%
238,717 $8.81 Million
Q4 2021

Jan 21, 2022
BUY
$37.54 - $40.62 $1.64 Million - $1.78 Million
43,804 Added 60.89%
115,738 $4.79 Million
Q3 2021

Oct 13, 2021
BUY
$35.11 - $39.0 $1.2 Million - $1.33 Million
34,216 Added 90.72%
71,934 $2.77 Million
Q2 2021

Jul 14, 2021
BUY
$34.47 - $38.47 $777,298 - $867,498
22,550 Added 148.67%
37,718 $1.39 Million
Q1 2021

Apr 09, 2021
BUY
$28.95 - $34.77 $439,113 - $527,391
15,168 New
15,168 $528,000
Q1 2020

Apr 06, 2020
SELL
$17.66 - $31.17 $2.12 Million - $3.74 Million
-119,866 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$26.78 - $30.94 $3.21 Million - $3.71 Million
119,866 New
119,866 $3.68 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-1,439,496 Closed
0 $0
Q1 2019

Apr 08, 2019
BUY
N/A
1,300,864 Added 938.36%
1,439,496 $37 Million
Q4 2018

Feb 11, 2019
BUY
N/A
138,632 New
138,632 $3.62 Million

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

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