Moneta Group Investment Advisors LLC Financial Sector Spdr Transaction History

Moneta Group Investment Advisors LLC

  • $6.28 Billion
  • Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 29,662 shares of XLF stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,662
Previous 28,045 5.77%
Holding current value
$1.34 Million
Previous $1.18 Million 3.22%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $64,017 - $68,706
1,617 Added 5.77%
29,662 $1.22 Million
Q1 2024

Aug 13, 2024
BUY
$37.27 - $42.12 $3,540 - $4,001
95 Added 0.34%
28,045 $1.18 Million
Q4 2023

Feb 15, 2024
BUY
$31.45 - $37.72 $141,808 - $170,079
4,509 Added 19.24%
27,950 $1.05 Million
Q3 2023

Nov 15, 2023
SELL
$33.17 - $35.6 $7,529 - $8,081
-227 Reduced 0.96%
23,441 $777,000
Q2 2023

Aug 15, 2023
SELL
$31.55 - $33.71 $56,632 - $60,509
-1,795 Reduced 7.05%
23,668 $797,000
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $38,446 - $45,917
1,241 Added 5.12%
25,463 $818,000
Q4 2022

Feb 16, 2023
BUY
$30.29 - $36.31 $611,918 - $733,534
20,202 Added 502.54%
24,222 $828,000
Q4 2022

Feb 16, 2023
SELL
$30.29 - $36.31 $830 Million - $995 Million
-27,409,021 Reduced 99.99%
4,020 $137,000
Q4 2022

Feb 15, 2023
BUY
$30.29 - $36.31 $830 Million - $994 Million
27,386,526 Added 103286.92%
27,413,041 $938 Million
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $102,434 - $120,822
-3,374 Reduced 11.29%
26,515 $805,000
Q2 2022

Aug 15, 2022
BUY
$30.84 - $38.22 $58,225 - $72,159
1,888 Added 6.74%
29,889 $940,000
Q1 2022

May 11, 2022
BUY
$35.66 - $41.42 $254,255 - $295,324
7,130 Added 34.16%
28,001 $1.07 Million
Q4 2021

Feb 11, 2022
BUY
$37.54 - $40.62 $46,286 - $50,084
1,233 Added 6.28%
20,871 $815,000
Q3 2021

Nov 12, 2021
BUY
$35.11 - $39.0 $114,388 - $127,062
3,258 Added 19.89%
19,638 $737,000
Q2 2021

Aug 13, 2021
BUY
$34.47 - $38.47 $14,925 - $16,657
433 Added 2.72%
16,380 $601,000
Q1 2021

May 14, 2021
BUY
$28.95 - $34.77 $461,665 - $554,477
15,947 New
15,947 $543,000
Q1 2020

May 13, 2020
SELL
$17.66 - $31.17 $126,798 - $223,800
-7,180 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
$26.78 - $30.94 $161,590 - $186,691
-6,034 Reduced 45.66%
7,180 $221,000
Q3 2019

Nov 12, 2019
BUY
$27.86 - $28.52 $368,142 - $376,863
13,214 New
13,214 $370,000
Q4 2018

Feb 11, 2019
SELL
N/A
-2,704 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-1,434 Reduced 34.65%
2,704 $75,000
Q2 2018

Aug 15, 2018
SELL
N/A
-67,496 Reduced 94.22%
4,138 $110,000
Q2 2018

Aug 14, 2018
BUY
N/A
71,634 New
71,634 $112,000

Others Institutions Holding XLF

# of Institutions
1,728
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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