Private Wealth Advisors, LLC Financial Sector Spdr Transaction History

Private Wealth Advisors, LLC

$250 Million
Q4 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 140,515 shares of XLF stock, worth $7.26 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

140,515

Previous 102,720 36.79%

Holding current value

$7.26 Million

Previous $4.66 Million 45.89%

% of portfolio

2.72%

Previous 1.82%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$44.89 - $51.34 $1.7 Million - $1.94 Million	37,795 Added 36.79%	140,515 $6.79 Million
Q3 2024 Nov 05, 2024	SELL	$40.84 - $45.74 $23,564 - $26,391	-577 Reduced 0.56%	102,720 $4.66 Million
Q2 2024 Jul 23, 2024	SELL	$39.59 - $42.49 $1.41 Million - $1.52 Million	-35,699 Reduced 25.68%	103,297 $4.25 Million
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	$30.29 - $36.31 $17,507 - $20,987	-578 Reduced 0.35%	163,883 $5.6 Million
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $14,056 - $16,580	463 Added 0.28%	164,461 $4.99 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $16,376 - $20,294	531 Added 0.32%	163,998 $5.74 Million
Q1 2022 May 17, 2022	BUY	$35.66 - $41.42 $303,751 - $352,815	8,518 Added 5.5%	163,467 $6.26 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $28,905 - $31,277	770 Added 0.5%	154,949 $6.05 Million
Q3 2021 Dec 03, 2021	BUY	$35.11 - $39.0 $518,293 - $575,718	14,762 Added 10.59%	154,179 $5.98 Million
Q2 2021 Jul 29, 2021	BUY	$34.47 - $38.47 $226,881 - $253,209	6,582 Added 4.96%	139,417 $5.12 Million
Q1 2021 May 17, 2021	BUY	$28.95 - $34.77 $334,430 - $401,663	11,552 Added 9.52%	132,835 $4.52 Million
Q4 2020 Feb 11, 2021	BUY	$23.61 - $29.48 $149,616 - $186,814	6,337 Added 5.51%	121,283 $3.8 Million
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $675,682 - $759,398	29,792 Added 34.99%	114,946 $2.77 Million
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $107,661 - $147,257	5,507 Added 6.91%	85,154 $1.97 Million
Q1 2020 May 14, 2020	SELL	$17.66 - $31.17 $3.38 Million - $5.96 Million	-191,303 Reduced 70.6%	79,647 $1.66 Million
Q4 2019 Feb 12, 2020	SELL	$26.78 - $30.94 $3.91 Million - $4.52 Million	-146,087 Reduced 35.03%	270,950 $8.34 Million
Q4 2019 Jan 31, 2020	BUY	$26.78 - $30.94 $745,421 - $861,214	27,835 Added 7.15%	417,037 $9.93 Million
Q3 2019 Nov 22, 2019	SELL	$27.86 - $28.52 $1.1 Million - $1.12 Million	-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

1,929

Shares Held

730M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Private Wealth Advisors, LLC Financial Sector Spdr Transaction History