Life Steps Financial, Inc. Financial Sector Spdr Transaction History

Life Steps Financial, Inc.

$128 Million
Q3 2024

A detailed history of Life Steps Financial, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Life Steps Financial, Inc. holds 7,023 shares of XLF stock, worth $342,371. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,023

Previous 7,623 7.87%

Holding current value

$342,371

Previous $313,000 1.6%

% of portfolio

0.25%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$40.84 - $45.74 $24,504 - $27,444	-600 Reduced 7.87%	7,023 $318,000
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $4,988 - $5,353	-126 Reduced 1.63%	7,623 $313,000
Q1 2024 Apr 26, 2024	SELL	$37.27 - $42.12 $14,908 - $16,848	-400 Reduced 4.91%	7,749 $326,000
Q4 2023 Jan 18, 2024	SELL	$31.45 - $37.72 $10,881 - $13,051	-346 Reduced 4.07%	8,149 $306,000
Q1 2023 Apr 12, 2023	SELL	$30.98 - $37.0 $4,987 - $5,957	-161 Reduced 1.86%	8,495 $273,000
Q4 2022 Jan 18, 2023	SELL	$30.29 - $36.31 $15,871 - $19,026	-524 Reduced 5.71%	8,656 $0
Q3 2022 Oct 14, 2022	SELL	$30.36 - $35.81 $15,180 - $17,905	-500 Reduced 5.17%	9,180 $279,000
Q2 2022 Jul 13, 2022	SELL	$30.84 - $38.22 $3,145 - $3,898	-102 Reduced 1.04%	9,680 $304,000
Q1 2022 Apr 12, 2022	SELL	$35.66 - $41.42 $31,166 - $36,201	-874 Reduced 8.2%	9,782 $375,000
Q4 2021 Jan 26, 2022	BUY	$37.54 - $40.62 $47,150 - $51,018	1,256 Added 13.36%	10,656 $416,000
Q1 2021 Apr 20, 2021	SELL	$28.95 - $34.77 $13,027 - $15,646	-450 Reduced 4.57%	9,400 $320,000
Q3 2020 Oct 21, 2020	SELL	$22.68 - $25.49 $23,020 - $25,872	-1,015 Reduced 9.34%	9,850 $237,000
Q2 2020 Aug 05, 2020	BUY	$19.55 - $26.74 $10,283 - $14,065	526 Added 5.09%	10,865 $251,000
Q4 2019 Jan 30, 2020	BUY	$26.78 - $30.94 $276,878 - $319,888	10,339 New	10,339 $318,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

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 Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.

Account

Life Steps Financial, Inc. Financial Sector Spdr Transaction History