A detailed history of Jfs Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 72,470 shares of XLF stock, worth $3.61 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
72,470
Previous 65,457 10.71%
Holding current value
$3.61 Million
Previous $2.69 Million 22.08%
% of portfolio
0.22%
Previous 0.21%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$40.84 - $45.74 $286,410 - $320,774
7,013 Added 10.71%
72,470 $3.28 Million
Q2 2024

Jul 15, 2024

SELL
$39.59 - $42.49 $7,878 - $8,455
-199 Reduced 0.3%
65,457 $2.69 Million
Q1 2024

Apr 30, 2024

BUY
$37.27 - $42.12 $61,048 - $68,992
1,638 Added 2.56%
65,656 $2.77 Million
Q4 2023

Feb 07, 2024

BUY
$31.45 - $37.72 $43,369 - $52,015
1,379 Added 2.2%
64,018 $2.41 Million
Q3 2023

Nov 02, 2023

BUY
$33.17 - $35.6 $99,742 - $107,049
3,007 Added 5.04%
62,639 $2.08 Million
Q2 2023

Aug 07, 2023

BUY
$31.55 - $33.71 $58,241 - $62,228
1,846 Added 3.19%
59,632 $2.01 Million
Q1 2023

Apr 19, 2023

SELL
$30.98 - $37.0 $11,400 - $13,616
-368 Reduced 0.63%
57,786 $1.86 Million
Q4 2022

Feb 13, 2023

SELL
$30.29 - $36.31 $187,737 - $225,049
-6,198 Reduced 9.63%
58,154 $1.99 Million
Q3 2022

Oct 21, 2022

BUY
$30.36 - $35.81 $3,066 - $3,616
101 Added 0.16%
64,352 $1.95 Million
Q2 2022

Aug 02, 2022

SELL
$30.84 - $38.22 $104,640 - $129,680
-3,393 Reduced 5.02%
64,251 $2.02 Million
Q1 2022

May 02, 2022

SELL
$35.66 - $41.42 $201,158 - $233,650
-5,641 Reduced 7.7%
67,644 $2.59 Million
Q4 2021

Feb 03, 2022

BUY
$37.54 - $40.62 $221,936 - $240,145
5,912 Added 8.78%
73,285 $2.86 Million
Q3 2021

Nov 09, 2021

BUY
$35.11 - $39.0 $2.36 Million - $2.63 Million
67,309 Added 105170.31%
67,373 $2.53 Million
Q2 2021

Aug 04, 2021

SELL
$34.47 - $38.47 $1,413 - $1,577
-41 Reduced 39.05%
64 $2,000
Q1 2021

Apr 28, 2021

BUY
$28.95 - $34.77 $3,039 - $3,650
105 New
105 $4,000
Q4 2020

Feb 01, 2021

SELL
$23.61 - $29.48 $19,690 - $24,586
-834 Closed
0 $0
Q3 2020

Oct 28, 2020

BUY
$22.68 - $25.49 $18,915 - $21,258
834 New
834 $20,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.