Richard W. Paul & Associates, LLC Financial Sector Spdr Transaction History

Richard W. Paul & Associates, LLC

  • $251 Billion
  • Q1 2024

A detailed history of Richard W. Paul & Associates, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 24,081 shares of XLF stock, worth $997,675. This represents 0.4% of its overall portfolio holdings.

Number of Shares
24,081
Previous 25,129 4.17%
Holding current value
$997,675
Previous $945 Million 7.35%
% of portfolio
0.4%
Previous 0.4%

Shares

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

May 14, 2024
SELL
$37.27 - $42.12 $39,058 - $44,141
-1,048 Reduced 4.17%
24,081 $1.01 Billion
Q4 2023

Jan 23, 2024
SELL
$31.45 - $37.72 $17,737 - $21,274
-564 Reduced 2.2%
25,129 $945 Million
Q3 2023

Oct 12, 2023
BUY
$33.17 - $35.6 $471,246 - $505,769
14,207 Added 123.69%
25,693 $852 Million
Q2 2023

Jul 25, 2023
BUY
$31.55 - $33.71 $694 - $741
22 Added 0.19%
11,486 $387 Million
Q1 2023

Apr 24, 2023
BUY
$30.98 - $37.0 $52,356 - $62,530
1,690 Added 17.29%
11,464 $369 Million
Q4 2022

Feb 07, 2023
BUY
$33.4 - $36.31 $326,451 - $354,893
9,774 New
9,774 $334 Million

Others Institutions Holding XLF

# of Institutions
1,727
Shares Held
701M
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
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