Lake Street Advisors Group, LLC Financial Sector Spdr Transaction History

Lake Street Advisors Group, LLC

$2.12 Billion
Q4 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 11,945 shares of XLF stock, worth $586,738. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,945

Holding current value

$586,738

% of portfolio

0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$44.89 - $51.34 $536,211 - $613,256	11,945 New	11,945 $577,000
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $315,639 - $356,714	8,469 New	8,469 $356,000
Q3 2023 Nov 14, 2023	SELL	$33.17 - $35.6 $86,739 - $93,094	-2,615 Reduced 18.88%	11,239 $372,000
Q2 2023 Aug 10, 2023	SELL	$31.55 - $33.71 $103,200 - $110,265	-3,271 Reduced 19.1%	13,854 $467,000
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $309 - $370	-10 Reduced 0.06%	17,125 $551,000
Q4 2022 Feb 13, 2023	SELL	$30.29 - $36.31 $14,084 - $16,884	-465 Reduced 2.64%	17,135 $586,000
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $534,336 - $630,256	17,600 New	17,600 $534,000
Q1 2018 May 14, 2018	SELL	N/A	-22,371 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	22,371	22,371 $624,000

Others Institutions Holding XLF

# of Institutions

2,042

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

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 Lake Street Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.

Account

Lake Street Advisors Group, LLC Financial Sector Spdr Transaction History