Hcr Wealth Advisors Financial Sector Spdr Transaction History

Hcr Wealth Advisors

  • $698 Million
  • Q2 2024

A detailed history of Hcr Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 5,865 shares of XLF stock, worth $264,804. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,865
Previous 5,013 17.0%
Holding current value
$264,804
Previous $211,000 14.22%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$39.59 - $42.49 $33,730 - $36,201
852 Added 17.0%
5,865 $241,000
Q1 2024

May 10, 2024
BUY
$37.27 - $42.12 $186,834 - $211,147
5,013 New
5,013 $211,000
Q2 2022

Aug 12, 2022
SELL
$30.84 - $38.22 $212,271 - $263,068
-6,883 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$35.66 - $41.42 $534 - $621
15 Added 0.22%
6,883 $264,000
Q4 2021

Feb 04, 2022
BUY
$37.54 - $40.62 $7,695 - $8,327
205 Added 3.08%
6,868 $268,000
Q2 2021

Jul 21, 2021
BUY
$34.47 - $38.47 $229,673 - $256,325
6,663 New
6,663 $244,000
Q1 2021

May 13, 2021
SELL
$28.95 - $34.77 $80,973 - $97,251
-2,797 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$23.61 - $29.48 $3,541 - $4,422
150 Added 5.67%
2,797 $82,000
Q3 2020

Nov 05, 2020
SELL
$22.68 - $25.49 $3,855 - $4,333
-170 Reduced 6.03%
2,647 $64,000
Q2 2020

Jul 30, 2020
SELL
$19.55 - $26.74 $14,662 - $20,055
-750 Reduced 21.03%
2,817 $65,000
Q1 2020

May 08, 2020
SELL
$17.66 - $31.17 $102,092 - $180,193
-5,781 Reduced 61.84%
3,567 $74,000
Q4 2019

Feb 07, 2020
BUY
$26.78 - $30.94 $20,593 - $23,792
769 Added 8.96%
9,348 $288,000
Q3 2019

Nov 07, 2019
SELL
$27.86 - $28.52 $74,358 - $76,119
-2,669 Reduced 23.73%
8,579 $240,000
Q1 2019

May 10, 2019
SELL
N/A
-18,906 Reduced 62.7%
11,248 $289,000
Q4 2018

Jan 31, 2019
SELL
N/A
-1,843 Reduced 5.76%
30,154 $718,000
Q3 2018

Nov 09, 2018
SELL
N/A
-1,491 Reduced 4.45%
31,997 $831,000
Q2 2018

Aug 14, 2018
SELL
N/A
-645 Reduced 1.89%
33,488 $893,000
Q1 2018

May 15, 2018
BUY
N/A
3,509 Added 11.46%
34,133 $941,000
Q4 2017

Feb 13, 2018
SELL
N/A
-674 Reduced 2.15%
30,624 $855,000
Q3 2017

Nov 13, 2017
BUY
N/A
3,922 Added 14.33%
31,298 $809,000
Q2 2017

Aug 16, 2017
BUY
N/A
27,376
27,376 $675,000

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

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

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors 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 Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email