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 12,074 shares of XLF stock, worth $501,553. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,074
Previous 12,319 1.99%
Holding current value
$501,553
Previous $463,000 9.72%
% of portfolio
0.3%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$33.4 - $36.31 $9,318 - $10,130
-279 Reduced 2.29%
11,916 $0
Q3 2022

Oct 12, 2022

SELL
N/A
-1,820 Reduced 12.99%
12,195 $370,000
Q2 2022

Jul 19, 2022

BUY
N/A
380 Added 2.79%
14,015 $441,000
Q1 2022

Apr 18, 2022

BUY
N/A
1,145 Added 9.17%
13,635 $523,000
Q4 2021

Mar 01, 2022

BUY
N/A
12,490 New
12,490 $488,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary 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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.