Foundations Investment Advisors, LLC Financial Sector Spdr Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 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 1,113,260 shares of XLF stock, worth $46 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
1,113,260
Previous 1,021,990 8.93%
Holding current value
$46 Million
Previous $38.4 Million 22.03%
% of portfolio
1.31%
Previous 1.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.4 - $36.31 $44,689 - $48,582
1,338 Added 3.35%
41,222 $0
Q3 2022

Oct 19, 2022
BUY
N/A
16,629 Added 71.51%
39,884 $1.21 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-215,462 Reduced 90.26%
23,255 $737,000
Q1 2022

Apr 19, 2022
BUY
N/A
122,979 Added 106.26%
238,717 $8.81 Million
Q4 2021

Jan 21, 2022
BUY
N/A
43,804 Added 60.89%
115,738 $4.79 Million
Q3 2021

Oct 13, 2021
BUY
N/A
34,216 Added 90.72%
71,934 $2.77 Million
Q2 2021

Jul 14, 2021
BUY
N/A
22,550 Added 148.67%
37,718 $1.39 Million
Q1 2021

Apr 09, 2021
BUY
N/A
15,168 New
15,168 $528,000
Q1 2020

Apr 06, 2020
SELL
N/A
-119,866 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
N/A
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
1,721
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email