Key Client Fiduciary Advisors, LLC Financial Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 13,028 shares of XLF stock, worth $660,910. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,028

Previous 12,082 7.83%

Holding current value

$660,910

Previous $496,000 18.95%

% of portfolio

0.29%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$40.84 - $45.74 $38,634 - $43,270	946 Added 7.83%	13,028 $590,000
Q2 2024 Jul 16, 2024	BUY	$39.59 - $42.49 $316 - $339	8 Added 0.07%	12,082 $496,000
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $9,131 - $10,319	-245 Reduced 1.99%	12,074 $508,000
Q4 2023 Jan 09, 2024	SELL	$31.45 - $37.72 $3.91 Million - $4.69 Million	-124,377 Reduced 90.99%	12,319 $463,000
Q3 2023 Nov 14, 2023	SELL	$33.17 - $35.6 $138,849 - $149,021	-4,186 Reduced 2.97%	136,696 $4.53 Million
Q2 2023 Jul 13, 2023	SELL	$31.55 - $33.71 $58,556 - $62,565	-1,856 Reduced 1.3%	140,882 $4.75 Million
Q1 2023 Apr 25, 2023	BUY	$30.98 - $37.0 $4.05 Million - $4.84 Million	130,822 Added 1097.87%	142,738 $4.59 Million
Q4 2022 Jan 17, 2023	SELL	$30.29 - $36.31 $8,450 - $10,130	-279 Reduced 2.29%	11,916 $0
Q3 2022 Oct 12, 2022	SELL	$30.36 - $35.81 $55,255 - $65,174	-1,820 Reduced 12.99%	12,195 $370,000
Q2 2022 Jul 19, 2022	BUY	$30.84 - $38.22 $11,719 - $14,523	380 Added 2.79%	14,015 $441,000
Q1 2022 Apr 18, 2022	BUY	$35.66 - $41.42 $40,830 - $47,425	1,145 Added 9.17%	13,635 $523,000
Q4 2021 Mar 01, 2022	BUY	$37.54 - $40.62 $468,874 - $507,343	12,490 New	12,490 $488,000

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

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Key Client Fiduciary Advisors, LLC Financial Sector Spdr Transaction History