Mutual Advisors, LLC Financial Sector Spdr Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mutual Advisors, LLC holds 245,750 shares of XLF stock, worth $11.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

245,750

Previous 144,907 69.59%

Holding current value

$11.9 Million

Previous $6.57 Million 80.86%

% of portfolio

0.36%

Previous 0.19%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$44.89 - $51.34 $4.53 Million - $5.18 Million	100,843 Added 69.59%	245,750 $11.9 Million
Q3 2024 Oct 25, 2024	SELL	$40.84 - $45.74 $2.96 Million - $3.31 Million	-72,473 Reduced 33.34%	144,907 $6.57 Million
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $1.99 Million - $2.14 Million	50,258 Added 30.07%	217,380 $8.94 Million
Q1 2024 May 02, 2024	SELL	$37.27 - $42.12 $213,370 - $241,136	-5,725 Reduced 3.31%	167,122 $7.04 Million
Q4 2023 Jan 12, 2024	SELL	$31.45 - $37.72 $5.05 Million - $6.05 Million	-160,440 Reduced 48.14%	172,847 $6.5 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $4.28 Million - $4.6 Million	129,147 Added 63.26%	333,287 $11.1 Million
Q2 2023 Jul 31, 2023	SELL	$31.55 - $33.71 $29,436 - $31,451	-933 Reduced 0.45%	204,140 $6.88 Million
Q1 2023 Apr 11, 2023	BUY	$30.98 - $37.0 $1.06 Million - $1.26 Million	34,103 Added 19.95%	205,073 $6.59 Million
Q4 2022 Jan 12, 2023	BUY	$30.29 - $36.31 $231,597 - $277,626	7,646 Added 4.68%	170,970 $0
Q3 2022 Nov 03, 2022	BUY	$30.36 - $35.81 $1.35 Million - $1.59 Million	44,455 Added 37.4%	163,324 $4.96 Million
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $1.06 Million - $1.31 Million	-34,391 Reduced 22.44%	118,869 $3.74 Million
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $347,898 - $404,093	9,756 Added 6.8%	153,260 $5.87 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $851,294 - $921,139	-22,677 Reduced 13.65%	143,504 $5.6 Million
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $2.62 Million - $2.91 Million	74,501 Added 81.26%	166,181 $6.24 Million
Q2 2021 Aug 12, 2021	SELL	$34.47 - $38.47 $1.64 Million - $1.83 Million	-47,684 Reduced 34.22%	91,680 $3.36 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $1.66 Million - $2 Million	57,427 Added 70.09%	139,364 $4.75 Million
Q4 2020 Feb 11, 2021	BUY	$23.61 - $29.48 $380,002 - $474,480	16,095 Added 24.44%	81,937 $2.42 Million
Q3 2020 Nov 13, 2020	SELL	$22.68 - $25.49 $9,185 - $10,323	-405 Reduced 0.61%	65,842 $1.59 Million
Q2 2020 Aug 05, 2020	BUY	$19.55 - $26.74 $813,377 - $1.11 Million	41,605 Added 168.84%	66,247 $1.53 Million
Q1 2020 May 13, 2020	SELL	$17.66 - $31.17 $3.25 Million - $5.73 Million	-183,779 Reduced 88.18%	24,642 $513,000
Q4 2019 Feb 11, 2020	BUY	$26.78 - $30.94 $4.53 Million - $5.24 Million	169,240 Added 431.94%	208,421 $6.42 Million
Q3 2019 Nov 01, 2019	SELL	$27.86 - $28.52 $86,366 - $88,412	-3,100 Reduced 7.33%	39,181 $1.1 Million
Q2 2019 Aug 15, 2019	SELL	N/A	-819 Reduced 1.9%	42,281 $1.17 Million
Q1 2019 May 15, 2019	BUY	N/A	10,353 Added 31.62%	43,100 $1.11 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-2,083 Reduced 5.98%	32,747 $780,000
Q3 2018 Nov 15, 2018	BUY	N/A	1,126 Added 3.34%	34,830 $961,000
Q2 2018 Aug 15, 2018	BUY	N/A	2,189 Added 6.95%	33,704 $896,000
Q1 2018 May 11, 2018	BUY	N/A	13,048 Added 70.66%	31,515 $869,000
Q4 2017 Feb 12, 2018	BUY	N/A	18,467	18,467 $515,000

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Mutual Advisors, LLC Financial Sector Spdr Transaction History