A detailed history of Rise Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Rise Advisors, LLC holds 115,097 shares of XLF stock, worth $5.64 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
115,097
Previous 110,338 4.31%
Holding current value
$5.64 Million
Previous $4.54 Million 15.02%
% of portfolio
2.52%
Previous 2.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$40.84 - $45.74 $194,357 - $217,676
4,759 Added 4.31%
115,097 $5.22 Million
Q2 2024

Jul 09, 2024

SELL
$39.59 - $42.49 $3.03 Million - $3.25 Million
-76,514 Reduced 40.95%
110,338 $4.54 Million
Q1 2024

Apr 09, 2024

BUY
$37.27 - $42.12 $114,530 - $129,434
3,073 Added 1.67%
186,852 $7.87 Million
Q4 2023

Jan 10, 2024

BUY
$31.45 - $37.72 $82,902 - $99,429
2,636 Added 1.46%
183,779 $6.91 Million
Q3 2023

Oct 10, 2023

BUY
$33.17 - $35.6 $476,089 - $510,966
14,353 Added 8.61%
181,143 $6.01 Million
Q2 2023

Jul 10, 2023

BUY
$31.55 - $33.71 $544,142 - $581,396
17,247 Added 11.53%
166,790 $5.62 Million
Q1 2023

Apr 05, 2023

BUY
$30.98 - $37.0 $1.92 Million - $2.29 Million
61,962 Added 70.75%
149,543 $4.81 Million
Q4 2022

Jan 06, 2023

SELL
$30.29 - $36.31 $170,562 - $204,461
-5,631 Reduced 6.04%
87,581 $0
Q3 2022

Oct 11, 2022

BUY
$30.36 - $35.81 $113,455 - $133,821
3,737 Added 4.18%
93,212 $2.83 Million
Q2 2022

Jul 28, 2022

BUY
$30.84 - $38.22 $100,044 - $123,985
3,244 Added 3.76%
89,475 $2.81 Million
Q1 2022

Apr 22, 2022

BUY
$35.66 - $41.42 $1.16 Million - $1.35 Million
32,497 Added 60.48%
86,231 $3.3 Million
Q4 2021

Feb 24, 2022

BUY
$37.54 - $40.62 $2.02 Million - $2.18 Million
53,734 New
53,734 $2.1 Billion

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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