A detailed history of Northwest Financial Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 2,532 shares of XLF stock, worth $125,815. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,532
Previous 4,956 48.91%
Holding current value
$125,815
Previous $204 Million 43.68%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Nov 13, 2024

SELL
$40.84 - $45.74 $98,996 - $110,873
-2,424 Reduced 48.91%
2,532 $115 Million
Q2 2024

Aug 12, 2024

SELL
$39.59 - $42.49 $15,044 - $16,146
-380 Reduced 7.12%
4,956 $204 Million
Q1 2024

May 09, 2024

BUY
$37.27 - $42.12 $104,505 - $118,104
2,804 Added 110.74%
5,336 $225 Million
Q4 2023

Feb 07, 2024

BUY
$31.45 - $37.72 $79,631 - $95,507
2,532 New
2,532 $95.2 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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