Hillcrest Wealth Advisors Ny, LLC Financial Sector Spdr Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $210 Million
  • Q4 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 8,775 shares of XLF stock, worth $450,947. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,775
Previous 8,000 9.69%
Holding current value
$450,947
Previous $362,000 17.13%
% of portfolio
0.2%
Previous 0.18%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$44.89 - $51.34 $34,789 - $39,788
775 Added 9.69%
8,775 $424,000
Q3 2024

Oct 17, 2024
SELL
$40.84 - $45.74 $81,680 - $91,480
-2,000 Reduced 20.0%
8,000 $362,000
Q1 2024

Apr 11, 2024
SELL
$37.27 - $42.12 $363,382 - $410,670
-9,750 Reduced 49.37%
10,000 $421,000
Q4 2023

Jan 12, 2024
SELL
$31.45 - $37.72 $1.36 Million - $1.63 Million
-43,205 Reduced 68.63%
19,750 $742,000
Q3 2023

Oct 17, 2023
SELL
$33.17 - $35.6 $114,270 - $122,642
-3,445 Reduced 5.19%
62,955 $2.09 Million
Q2 2023

Jul 31, 2023
BUY
$31.55 - $33.71 $63,100 - $67,420
2,000 Added 3.11%
66,400 $2.24 Million
Q1 2023

May 08, 2023
BUY
$30.98 - $37.0 $242,418 - $289,525
7,825 Added 13.83%
64,400 $2.07 Million
Q4 2022

Feb 08, 2023
SELL
$30.29 - $36.31 $225,963 - $270,872
-7,460 Reduced 11.65%
56,575 $1.93 Million
Q3 2022

Nov 03, 2022
BUY
$30.36 - $35.81 $65,577 - $77,349
2,160 Added 3.49%
64,035 $1.94 Million
Q2 2022

Aug 02, 2022
BUY
$30.84 - $38.22 $1.21 Million - $1.5 Million
39,300 Added 174.09%
61,875 $1.95 Million
Q1 2022

May 09, 2022
SELL
$35.66 - $41.42 $176,516 - $205,029
-4,950 Reduced 17.98%
22,575 $865,000
Q4 2021

Feb 04, 2022
BUY
$37.54 - $40.62 $515,236 - $557,509
13,725 Added 99.46%
27,525 $1.08 Million
Q3 2021

Oct 26, 2021
SELL
$35.11 - $39.0 $131,662 - $146,250
-3,750 Reduced 21.37%
13,800 $518,000
Q2 2021

Aug 03, 2021
BUY
$34.47 - $38.47 $139,603 - $155,803
4,050 Added 30.0%
17,550 $644,000
Q4 2020

Feb 03, 2021
SELL
$23.61 - $29.48 $537,717 - $671,407
-22,775 Reduced 62.78%
13,500 $398,000
Q3 2020

Oct 21, 2020
BUY
$22.68 - $25.49 $44,793 - $50,342
1,975 Added 5.76%
36,275 $873,000
Q2 2020

Aug 03, 2020
SELL
$19.55 - $26.74 $157,866 - $215,925
-8,075 Reduced 19.06%
34,300 $794,000
Q1 2020

Apr 28, 2020
BUY
$17.66 - $31.17 $454,303 - $801,848
25,725 Added 154.5%
42,375 $882,000
Q4 2019

Jan 30, 2020
SELL
$26.78 - $30.94 $467,311 - $539,903
-17,450 Reduced 51.17%
16,650 $512,000
Q3 2019

Oct 17, 2019
SELL
$27.86 - $28.52 $816,298 - $835,636
-29,300 Reduced 46.21%
34,100 $955,000
Q2 2019

Aug 06, 2019
SELL
N/A
-23,525 Reduced 27.06%
63,400 $1.75 Million
Q1 2019

May 10, 2019
BUY
N/A
3,850 Added 4.63%
86,925 $2.24 Million
Q4 2018

Feb 08, 2019
BUY
N/A
83,075 New
83,075 $1.98 Million

Others Institutions Holding XLF

# of Institutions
2,033
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Hillcrest Wealth Advisors Ny, LLC Portfolio

Follow Hillcrest Wealth Advisors Ny, LLC 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 Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email