A detailed history of Pinnacle Family Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 13,909 shares of XLF stock, worth $681,401. This represents 0.37% of its overall portfolio holdings.

Number of Shares
13,909
Previous 21,674 35.83%
Holding current value
$681,401
Previous $891,000 29.29%
% of portfolio
0.37%
Previous 0.55%

Shares

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

Nov 14, 2024

SELL
$40.84 - $45.74 $317,122 - $355,171
-7,765 Reduced 35.83%
13,909 $630,000
Q2 2024

Aug 14, 2024

BUY
$39.59 - $42.49 $415,219 - $445,635
10,488 Added 93.76%
21,674 $891,000
Q1 2024

May 15, 2024

SELL
$37.27 - $42.12 $558,043 - $630,662
-14,973 Reduced 57.24%
11,186 $471,000
Q4 2023

Feb 14, 2024

BUY
$31.45 - $37.72 $467,913 - $561,198
14,878 Added 131.89%
26,159 $983,000
Q3 2023

Nov 14, 2023

BUY
$33.17 - $35.6 $374,190 - $401,603
11,281 New
11,281 $374,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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