Powell Investment Advisors, LLC Financial Sector Spdr Transaction History

Powell Investment Advisors, LLC

$191 Million
Q2 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 15,993 shares of XLF stock, worth $730,400. This represents 0.34% of its overall portfolio holdings.

Number of Shares

15,993

Previous 15,976 0.11%

Holding current value

$730,400

Previous $672,000 2.23%

% of portfolio

0.34%

Previous 0.36%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,727

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

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

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Account

Powell Investment Advisors, LLC Financial Sector Spdr Transaction History