Gradient Capital Advisors, LLC Financial Sector Spdr Transaction History

Gradient Capital Advisors, LLC

$329 Million
Q2 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 6,651 shares of XLF stock, worth $355,429. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,651

Previous 6,650 0.02%

Holding current value

$355,429

Previous $331,000 5.14%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$43.92 - $52.37 $43 - $52	1 Added 0.02%	6,651 $348,000
Q1 2025 May 02, 2025	BUY	$47.32 - $52.19 $68,661 - $75,727	1,451 Added 27.91%	6,650 $331,000
Q4 2024 Jan 29, 2025	BUY	$44.89 - $51.34 $44 - $51	1 Added 0.02%	5,199 $251,000
Q3 2024 Oct 16, 2024	BUY	$40.84 - $45.74 $40 - $45	1 Added 0.02%	5,198 $235,000
Q1 2024 Apr 17, 2024	BUY	$37.27 - $42.12 $193,692 - $218,897	5,197 New	5,197 $218,000
Q2 2022 Jul 18, 2022	SELL	$30.84 - $38.22 $168,108 - $208,337	-5,451 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$35.66 - $41.42 $142 - $165	4 Added 0.07%	5,451 $209,000
Q4 2021 Jan 31, 2022	BUY	$37.54 - $40.62 $187 - $203	5 Added 0.09%	5,447 $213,000
Q3 2021 Nov 02, 2021	BUY	$35.11 - $39.0 $191,068 - $212,238	5,442 New	5,442 $204,000

Others Institutions Holding XLF

# of Institutions

2,112

Shares Held

1.01B

Call Options Held

180M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Gradient Capital Advisors, LLC Financial Sector Spdr Transaction History