A detailed history of Money Concepts Capital Corp transactions in Financial Sector Spdr stock. As of the latest transaction made, Money Concepts Capital Corp holds 16,127 shares of XLF stock, worth $751,195. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,127
Previous 16,177 0.31%
Holding current value
$751,195
Previous $665,000 9.77%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$40.84 - $45.74 $2,042 - $2,287
-50 Reduced 0.31%
16,127 $730,000
Q2 2024

Aug 02, 2024

SELL
$39.59 - $42.49 $27,277 - $29,275
-689 Reduced 4.09%
16,177 $665,000
Q1 2024

May 01, 2024

BUY
$37.27 - $42.12 $25,679 - $29,020
689 Added 4.26%
16,866 $710,000
Q4 2023

Feb 12, 2024

BUY
$31.45 - $37.72 $151,274 - $181,433
4,810 Added 42.32%
16,177 $608,000
Q3 2023

Oct 31, 2023

SELL
$33.17 - $35.6 $8,955 - $9,612
-270 Reduced 2.32%
11,367 $377,000
Q2 2023

Jul 31, 2023

SELL
$31.55 - $33.71 $2.57 Million - $2.74 Million
-81,342 Reduced 87.48%
11,637 $392,000
Q1 2023

May 01, 2023

BUY
$30.98 - $37.0 $1.04 Million - $1.25 Million
33,704 Added 56.86%
92,979 $2.99 Million
Q3 2022

Oct 27, 2022

BUY
$30.36 - $35.81 $310,916 - $366,730
10,241 Added 1010.96%
11,254 $342,000
Q2 2022

Jul 18, 2022

SELL
$30.84 - $38.22 $1.78 Million - $2.21 Million
-57,732 Reduced 98.28%
1,013 $32,000
Q1 2022

May 13, 2022

BUY
$35.66 - $41.42 $1.84 Million - $2.14 Million
51,700 Added 733.85%
58,745 $2.25 Million
Q4 2021

Feb 14, 2022

SELL
$37.54 - $40.62 $1.56 Million - $1.69 Million
-41,493 Reduced 85.49%
7,045 $275,000
Q1 2021

May 17, 2021

SELL
$28.95 - $34.77 $64,326 - $77,258
-2,222 Reduced 4.38%
48,538 $1.65 Million
Q4 2020

May 17, 2021

BUY
$23.61 - $29.48 $1.2 Million - $1.5 Million
50,760 New
50,760 $1.5 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Money Concepts Capital Corp Portfolio

Follow Money Concepts Capital Corp 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 Money Concepts Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Money Concepts Capital Corp with notifications on news.