Intrepid Financial Planning Group LLC Financial Sector Spdr Transaction History

Intrepid Financial Planning Group LLC

$232 Million
Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 47,350 shares of XLF stock, worth $2.36 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

47,350

Previous 52,120 9.15%

Holding current value

$2.36 Million

Previous $2.14 Million 0.14%

% of portfolio

0.92%

Previous 0.92%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$40.84 - $45.74 $194,806 - $218,179	-4,770 Reduced 9.15%	47,350 $2.15 Million
Q2 2024 Aug 12, 2024	SELL	$39.59 - $42.49 $475 - $509	-12 Reduced 0.02%	52,120 $2.14 Million
Q1 2024 May 13, 2024	SELL	$37.27 - $42.12 $51,246 - $57,915	-1,375 Reduced 2.57%	52,132 $2.2 Million
Q4 2023 Feb 13, 2024	SELL	$31.45 - $37.72 $144,512 - $173,323	-4,595 Reduced 7.91%	53,507 $2.01 Million
Q3 2023 Nov 03, 2023	SELL	$33.17 - $35.6 $83,256 - $89,356	-2,510 Reduced 4.14%	58,102 $1.93 Million
Q2 2023 Aug 09, 2023	SELL	$31.55 - $33.71 $127,020 - $135,716	-4,026 Reduced 6.23%	60,612 $2.04 Million
Q1 2023 May 02, 2023	SELL	$30.98 - $37.0 $120,512 - $143,930	-3,890 Reduced 5.68%	64,638 $2.08 Million
Q4 2022 Feb 02, 2023	SELL	$30.29 - $36.31 $144,483 - $173,198	-4,770 Reduced 6.51%	68,528 $2.34 Million
Q3 2022 Nov 07, 2022	SELL	$30.36 - $35.81 $26,807 - $31,620	-883 Reduced 1.19%	73,298 $2.23 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $2.29 Million - $2.84 Million	74,181 New	74,181 $2.33 Million

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Account

Intrepid Financial Planning Group LLC Financial Sector Spdr Transaction History