Powell Investment Advisors, LLC Financial Sector Spdr Transaction History

Powell Investment Advisors, LLC

$210 Million
Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 18,063 shares of XLF stock, worth $906,943. This represents 0.42% of its overall portfolio holdings.

Number of Shares

18,063

Previous 16,012 12.81%

Holding current value

$906,943

Previous $725,000 20.28%

% of portfolio

0.42%

Previous 0.34%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$44.89 - $51.34 $92,069 - $105,298	2,051 Added 12.81%	18,063 $872,000
Q3 2024 Nov 01, 2024	BUY	$40.84 - $45.74 $775 - $869	19 Added 0.12%	16,012 $725,000
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $673 - $722	17 Added 0.11%	15,993 $657,000
Q1 2024 Apr 15, 2024	BUY	$37.27 - $42.12 $708 - $800	19 Added 0.12%	15,976 $672,000
Q4 2023 Jan 31, 2024	BUY	$31.45 - $37.72 $817 - $980	26 Added 0.16%	15,957 $599,000
Q3 2023 Oct 16, 2023	BUY	$33.17 - $35.6 $762 - $818	23 Added 0.14%	15,931 $528,000
Q2 2023 Aug 02, 2023	SELL	$31.55 - $33.71 $504,042 - $538,550	-15,976 Reduced 50.11%	15,908 $536,000
Q1 2023 May 10, 2023	BUY	$30.98 - $37.0 $496,485 - $592,962	16,026 Added 101.06%	31,884 $1.03 Million
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $969 - $1,161	32 Added 0.2%	15,858 $542,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $47,725 - $56,293	-1,572 Reduced 9.04%	15,826 $480,000
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $50,145 - $62,145	1,626 Added 10.31%	17,398 $547,000
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $180,118 - $209,212	5,051 Added 47.11%	15,772 $604,000
Q4 2021 Jan 14, 2022	SELL	$37.54 - $40.62 $759,621 - $821,945	-20,235 Reduced 65.37%	10,721 $419,000
Q3 2021 Oct 13, 2021	BUY	$35.11 - $39.0 $710,450 - $789,165	20,235 Added 188.74%	30,956 $1.16 Million
Q1 2021 Apr 14, 2021	BUY	$28.95 - $34.77 $24,115 - $28,963	833 Added 8.42%	10,721 $365,000
Q3 2020 Oct 07, 2020	BUY	$22.68 - $25.49 $93,963 - $105,605	4,143 Added 72.11%	9,888 $238,000
Q2 2020 Jul 31, 2020	BUY	$19.55 - $26.74 $86,723 - $118,618	4,436 Added 338.88%	5,745 $133,000
Q1 2020 May 12, 2020	BUY	$17.66 - $31.17 $23,116 - $40,801	1,309 New	1,309 $27,000

Others Institutions Holding XLF

# of Institutions

2,039

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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Powell Investment Advisors, LLC Financial Sector Spdr Transaction History