Herold Advisors, Inc. Financial Sector Spdr Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Herold Advisors, Inc. holds 8,171 shares of XLF stock, worth $416,394. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,171

Previous 8,138 0.41%

Holding current value

$416,394

Previous $368,000 7.07%

% of portfolio

0.09%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $1,481 - $1,694	33 Added 0.41%	8,171 $394,000
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $12,537 - $14,042	307 Added 3.92%	8,138 $368,000
Q2 2024 Jul 24, 2024	SELL	$39.59 - $42.49 $12,668 - $13,596	-320 Reduced 3.93%	7,831 $321,000
Q1 2024 May 10, 2024	BUY	$37.27 - $42.12 $2,869 - $3,243	77 Added 0.95%	8,151 $343,000
Q4 2023 Feb 02, 2024	BUY	$31.45 - $37.72 $2,264 - $2,715	72 Added 0.9%	8,074 $303,000
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $4,975 - $5,340	-150 Reduced 1.84%	8,002 $265,000
Q2 2023 Jul 14, 2023	SELL	$31.55 - $33.71 $67,580 - $72,206	-2,142 Reduced 20.81%	8,152 $274,000
Q1 2023 Apr 19, 2023	BUY	$30.98 - $37.0 $22,460 - $26,825	725 Added 7.58%	10,294 $330,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $10,783 - $12,926	356 Added 3.86%	9,569 $327,000
Q3 2022 Nov 08, 2022	BUY	$30.36 - $35.81 $121 - $143	4 Added 0.04%	9,213 $279,000
Q2 2022 Jul 15, 2022	BUY	$30.84 - $38.22 $123 - $152	4 Added 0.04%	9,209 $289,000
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $37,514 - $43,573	1,052 Added 12.9%	9,205 $0
Q4 2021 Jan 20, 2022	BUY	$37.54 - $40.62 $22,561 - $24,412	601 Added 7.96%	8,153 $318,000
Q3 2021 Nov 03, 2021	BUY	$35.11 - $39.0 $265,150 - $294,528	7,552 New	7,552 $283,000

Others Institutions Holding XLF

# of Institutions

2,035

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Herold Advisors, Inc. Financial Sector Spdr Transaction History