Gradient Capital Advisors, LLC Financial Sector Spdr Transaction History

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024

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 5,198 shares of XLF stock, worth $259,224. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,198
Previous 5,197 0.02%
Holding current value
$259,224
Previous $213,000 10.33%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,836
Shares Held
695M
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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