Jfs Wealth Advisors, LLC Financial Sector Spdr Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

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 $3.43 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

72,470

Previous 65,457 10.71%

Holding current value

$3.43 Million

Previous $2.69 Million 22.08%

% of portfolio

0.22%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,846

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Financial Sector Spdr Transaction History