Lake Street Advisors Group, LLC Financial Sector Spdr Transaction History

Lake Street Advisors Group, LLC

$2.05 Billion
Q2 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 8,469 shares of XLF stock, worth $386,779. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,469

Previous 8,469 -0.0%

Holding current value

$386,779

Previous $356,000 2.25%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,727

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Lake Street Advisors Group, LLC Financial Sector Spdr Transaction History