Sage View Advisory Group, LLC Financial Sector Spdr Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 6,203 shares of XLF stock, worth $307,296. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,203

Previous 8,120 23.61%

Holding current value

$307,296

Previous $334 Million 15.78%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$40.84 - $45.74 $78,290 - $87,683	-1,917 Reduced 23.61%	6,203 $281 Million
Q2 2024 Aug 14, 2024	BUY	$39.59 - $42.49 $321,470 - $345,018	8,120 New	8,120 $334 Million
Q4 2023 Feb 09, 2024	SELL	$31.45 - $37.72 $1.65 Million - $1.98 Million	-52,395 Reduced 68.11%	24,530 $963 Million
Q3 2023 Nov 02, 2023	BUY	$33.17 - $35.6 $207,080 - $222,250	6,243 Added 8.83%	76,925 $2.55 Billion
Q2 2023 Aug 11, 2023	BUY	$31.55 - $33.71 $1.01 Million - $1.07 Million	31,874 Added 82.13%	70,682 $2.38 Billion
Q1 2023 May 01, 2023	BUY	$30.98 - $37.0 $553,953 - $661,597	17,881 Added 85.44%	38,808 $1.25 Billion
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $633,878 - $759,859	20,927 New	20,927 $716 Million

Others Institutions Holding XLF

# of Institutions

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Financial Sector Spdr Transaction History