Foundations Investment Advisors, LLC Financial Sector Spdr Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

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 136,100 shares of XLF stock, worth $7.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

136,100

Previous 172,803 21.24%

Holding current value

$7.04 Million

Previous $8.61 Million 17.2%

% of portfolio

0.12%

Previous 0.17%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$43.92 - $52.37 $1.61 Million - $1.92 Million	-36,703 Reduced 21.24%	136,100 $7.13 Million
Q1 2025 May 07, 2025	SELL	$47.32 - $52.19 $34.3 Million - $37.9 Million	-725,323 Reduced 80.76%	172,803 $8.61 Million
Q4 2024 Jan 22, 2025	BUY	$44.89 - $51.34 $4.42 Million - $5.05 Million	98,444 Added 12.31%	898,126 $43.4 Million
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

2,152

Shares Held

760M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Industry ETFs

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Foundations Investment Advisors, LLC Financial Sector Spdr Transaction History