Private Wealth Advisors, LLC Financial Sector Spdr Transaction History

Private Wealth Advisors, LLC

  • $235 Million
  • Q1 2024

A detailed history of Private Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 138,996 shares of XLF stock, worth $5.96 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
138,996
Previous 148,401 6.34%
Holding current value
$5.96 Million
Previous $5.58 Million 4.93%
% of portfolio
2.49%
Previous 2.26%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$37.27 - $42.12 $350,524 - $396,138
-9,405 Reduced 6.34%
138,996 $5.85 Million
Q4 2023

Jan 23, 2024
SELL
$31.45 - $37.72 $180,491 - $216,475
-5,739 Reduced 3.72%
148,401 $5.58 Million
Q3 2023

Oct 18, 2023
SELL
$33.17 - $35.6 $57,284 - $61,481
-1,727 Reduced 1.11%
154,140 $5.11 Million
Q2 2023

Jul 20, 2023
BUY
$31.55 - $33.71 $4,259 - $4,550
135 Added 0.09%
155,867 $5.25 Million
Q1 2023

Apr 24, 2023
SELL
$30.98 - $37.0 $252,517 - $301,587
-8,151 Reduced 4.97%
155,732 $5.01 Million
Q4 2022

Feb 13, 2023
SELL
$33.4 - $36.31 $19,305 - $20,987
-578 Reduced 0.35%
163,883 $5.6 Million
Q3 2022

Nov 14, 2022
BUY
N/A
463 Added 0.28%
164,461 $4.99 Million
Q2 2022

Aug 15, 2022
BUY
N/A
531 Added 0.32%
163,998 $5.74 Million
Q1 2022

May 17, 2022
BUY
N/A
8,518 Added 5.5%
163,467 $6.26 Million
Q4 2021

Feb 11, 2022
BUY
N/A
770 Added 0.5%
154,949 $6.05 Million
Q3 2021

Dec 03, 2021
BUY
N/A
14,762 Added 10.59%
154,179 $5.98 Million
Q2 2021

Jul 29, 2021
BUY
N/A
6,582 Added 4.96%
139,417 $5.12 Million
Q1 2021

May 17, 2021
BUY
N/A
11,552 Added 9.52%
132,835 $4.52 Million
Q4 2020

Feb 11, 2021
BUY
N/A
6,337 Added 5.51%
121,283 $3.8 Million
Q3 2020

Nov 16, 2020
BUY
N/A
29,792 Added 34.99%
114,946 $2.77 Million
Q2 2020

Aug 13, 2020
BUY
N/A
5,507 Added 6.91%
85,154 $1.97 Million
Q1 2020

May 14, 2020
SELL
N/A
-191,303 Reduced 70.6%
79,647 $1.66 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-146,087 Reduced 35.03%
270,950 $8.34 Million
Q4 2019

Jan 31, 2020
BUY
N/A
27,835 Added 7.15%
417,037 $9.93 Million
Q3 2019

Nov 22, 2019
SELL
N/A
-39,347 Reduced 9.18%
389,202 $10.9 Million
Q1 2019

Nov 22, 2019
BUY
N/A
11,512 Added 2.76%
428,549 $11 Million
Q4 2018

Feb 03, 2020
BUY
N/A
417,037 New
417,037 $9.93 Million

Others Institutions Holding XLF

# of Institutions
1,736
Shares Held
702M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Private Wealth Advisors, LLC Portfolio

Follow Private Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email