Roberts Wealth Advisors, LLC Financial Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

$261 Million
Q1 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 28,646 shares of XLF stock, worth $1.19 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

28,646

Previous 28,852 0.71%

Holding current value

$1.19 Million

Previous $3.26 Million 63.02%

% of portfolio

0.46%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$37.27 - $42.12 $7,677 - $8,676	-206 Reduced 0.71%	28,646 $1.21 Million
Q4 2023 Jan 17, 2024	SELL	$31.45 - $37.72 $1,603 - $1,923	-51 Reduced 0.18%	28,852 $3.26 Million
Q3 2023 Oct 17, 2023	SELL	$33.17 - $35.6 $38,079 - $40,868	-1,148 Reduced 3.82%	28,903 $958,000
Q2 2023 Jul 12, 2023	SELL	$31.55 - $33.71 $93,135 - $99,511	-2,952 Reduced 8.94%	30,051 $1.01 Million
Q1 2023 Apr 11, 2023	BUY	$30.98 - $37.0 $10,006 - $11,951	323 Added 0.99%	33,003 $1.06 Million

Q4 2022 Jan 10, 2023	BUY	$33.4 - $36.31 $133,666 - $145,312	4,002 Added 13.95%	32,680 $0
Q3 2022 Oct 13, 2022	BUY	N/A	283 Added 1.0%	28,678 $907,000
Q2 2022 Jul 11, 2022	BUY	N/A	954 Added 3.48%	28,395 $911,000
Q1 2022 Apr 12, 2022	BUY	N/A	1,054 Added 3.99%	27,441 $1.05 Million
Q4 2021 Jan 12, 2022	BUY	N/A	1,061 Added 4.19%	26,387 $1.04 Million
Q3 2021 Oct 12, 2021	BUY	N/A	25,326 New	25,326 $950,000

Others Institutions Holding XLF

# of Institutions

1,723

Shares Held

701M

Call Options Held

167M

Put Options Held

296M

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 Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

Roberts Wealth Advisors, LLC Financial Sector Spdr Transaction History