Founders Financial Alliance, LLC Financial Sector Spdr Transaction History

Founders Financial Alliance, LLC

$332 Million
Q2 2024

A detailed history of Founders Financial Alliance, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 25,451 shares of XLF stock, worth $1.15 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

25,451

Previous 25,771 1.24%

Holding current value

$1.15 Million

Previous $1.09 Million 3.59%

% of portfolio

0.31%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 23, 2024	SELL	$39.59 - $42.49 $12,668 - $13,596	-320 Reduced 1.24%	25,451 $1.05 Million
Q1 2024 May 14, 2024	SELL	$37.27 - $42.12 $42,077 - $47,553	-1,129 Reduced 4.2%	25,771 $1.09 Million
Q4 2023 Feb 09, 2024	SELL	$31.45 - $37.72 $101,143 - $121,307	-3,216 Reduced 10.68%	26,900 $1.01 Million
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $91,549 - $98,256	-2,760 Reduced 8.4%	30,116 $998,000
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $49,186 - $52,553	-1,559 Reduced 4.53%	32,876 $1.11 Million
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $37,392 - $44,659	-1,207 Reduced 3.39%	34,435 $1.11 Million
Q4 2022 Feb 15, 2023	SELL	$30.29 - $36.31 $6,572 - $7,879	-217 Reduced 0.61%	35,642 $1.22 Million
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $152,376 - $179,730	5,019 Added 16.27%	35,859 $1.09 Million
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $39,012 - $48,348	-1,265 Reduced 3.94%	30,840 $970,000
Q1 2022 May 12, 2022	BUY	$35.66 - $41.42 $208,967 - $242,721	5,860 Added 22.33%	32,105 $1.23 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $63,405 - $68,607	1,689 Added 6.88%	26,245 $1.03 Million
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $29,211 - $32,448	832 Added 3.51%	24,556 $921,000
Q2 2021 Aug 02, 2021	BUY	$34.47 - $38.47 $50,739 - $56,627	1,472 Added 6.62%	23,724 $867,000
Q1 2021 May 14, 2021	BUY	$28.95 - $34.77 $24,549 - $29,484	848 Added 3.96%	22,252 $804,000
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $39,830 - $49,732	1,687 Added 8.56%	21,404 $633,000
Q3 2020 Nov 13, 2020	BUY	$22.68 - $25.49 $447,181 - $502,586	19,717 New	19,717 $476,000

Others Institutions Holding XLF

# of Institutions

1,729

Shares Held

693M

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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Financial Sector Spdr Transaction History