Sage View Advisory Group, LLC Financial Sector Spdr Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

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 6,434 shares of XLF stock, worth $327,876. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,434

Previous 6,864 6.26%

Holding current value

$327,876

Previous $332 Million 3.39%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$47.32 - $52.19 $20,347 - $22,441	-430 Reduced 6.26%	6,434 $320 Million
Q4 2024 Feb 13, 2025	BUY	$44.89 - $51.34 $29,672 - $33,935	661 Added 10.66%	6,864 $332 Million
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

2,108

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

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