New England Guild Wealth Advisors, Inc. Financial Sector Spdr Transaction History

New England Guild Wealth Advisors, Inc.

$190 Million
Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 16,720 shares of XLF stock, worth $860,578. This represents 0.3% of its overall portfolio holdings.

Number of Shares

16,720

Previous 16,715 0.03%

Holding current value

$860,578

Previous $507,000 12.82%

% of portfolio

0.3%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	BUY	$30.29 - $36.31 $151 - $181	5 Added 0.03%	16,720 $572,000
Q3 2022 Oct 06, 2022	SELL	$30.36 - $35.81 $352,479 - $415,754	-11,610 Reduced 40.99%	16,715 $507,000
Q2 2022 Jul 08, 2022	SELL	$30.84 - $38.22 $101,987 - $126,393	-3,307 Reduced 10.45%	28,325 $891,000
Q1 2022 Apr 18, 2022	BUY	$35.66 - $41.42 $1,105 - $1,284	31 Added 0.1%	31,632 $1.21 Million
Q4 2021 Jan 12, 2022	BUY	$37.54 - $40.62 $128,086 - $138,595	3,412 Added 12.1%	31,601 $1.23 Million
Q3 2021 Oct 07, 2021	BUY	$35.11 - $39.0 $505,864 - $561,912	14,408 Added 104.55%	28,189 $1.06 Million
Q2 2021 Jul 12, 2021	BUY	$34.47 - $38.47 $71,042 - $79,286	2,061 Added 17.59%	13,781 $506,000
Q1 2021 Apr 08, 2021	BUY	$28.95 - $34.77 $21,075 - $25,312	728 Added 6.62%	11,720 $399,000
Q4 2020 Jan 15, 2021	BUY	$23.61 - $29.48 $259,521 - $324,044	10,992 New	10,992 $324,000

Others Institutions Holding XLF

# of Institutions

1,900

Shares Held

710M

Call Options Held

160M

Put Options Held

323M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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New England Guild Wealth Advisors, Inc. Financial Sector Spdr Transaction History