Roberts Wealth Advisors, LLC Financial Sector Spdr Transaction History

Roberts Wealth Advisors, LLC

$299 Million
Q1 2025

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 30,982 shares of XLF stock, worth $1.51 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

30,982

Previous 30,753 0.74%

Holding current value

$1.51 Million

Previous $1.49 Million 3.84%

% of portfolio

0.52%

Previous 0.49%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$47.32 - $52.19 $10,836 - $11,951	229 Added 0.74%	30,982 $1.54 Million
Q4 2024 Jan 16, 2025	BUY	$44.89 - $51.34 $160,302 - $183,335	3,571 Added 13.14%	30,753 $1.49 Million
Q3 2024 Oct 15, 2024	SELL	$40.84 - $45.74 $14,824 - $16,603	-363 Reduced 1.32%	27,182 $1.23 Million
Q2 2024 Aug 13, 2024	SELL	$39.59 - $42.49 $43,588 - $46,781	-1,101 Reduced 3.84%	27,545 $1.13 Million
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	$30.29 - $36.31 $121,220 - $145,312	4,002 Added 13.95%	32,680 $0
Q3 2022 Oct 13, 2022	BUY	$30.36 - $35.81 $8,591 - $10,134	283 Added 1.0%	28,678 $907,000
Q2 2022 Jul 11, 2022	BUY	$30.84 - $38.22 $29,421 - $36,461	954 Added 3.48%	28,395 $911,000
Q1 2022 Apr 12, 2022	BUY	$35.66 - $41.42 $37,585 - $43,656	1,054 Added 3.99%	27,441 $1.05 Million
Q4 2021 Jan 12, 2022	BUY	$37.54 - $40.62 $39,829 - $43,097	1,061 Added 4.19%	26,387 $1.04 Million
Q3 2021 Oct 12, 2021	BUY	$35.11 - $39.0 $889,195 - $987,714	25,326 New	25,326 $950,000

Others Institutions Holding XLF

# of Institutions

2,088

Shares Held

772M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Roberts Wealth Advisors, LLC Financial Sector Spdr Transaction History