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 $12.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

245,750

Previous 144,907 69.59%

Holding current value

$12.5 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

2,034

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Financial Sector Spdr Transaction History