Sfe Investment Counsel Financial Sector Spdr Transaction History

Sfe Investment Counsel

$451 Million
Q4 2024

A detailed history of Sfe Investment Counsel transactions in Financial Sector Spdr stock. As of the latest transaction made, Sfe Investment Counsel holds 7,480 shares of XLF stock, worth $362,929. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,480

Previous 8,353 10.45%

Holding current value

$362,929

Previous $378,000 4.5%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$44.89 - $51.34 $39,188 - $44,819	-873 Reduced 10.45%	7,480 $361,000
Q3 2024 Oct 24, 2024	SELL	$40.84 - $45.74 $22,053 - $24,699	-540 Reduced 6.07%	8,353 $378,000
Q2 2024 Aug 05, 2024	SELL	$39.59 - $42.49 $22,407 - $24,049	-566 Reduced 5.98%	8,893 $365,000
Q1 2024 May 03, 2024	SELL	$37.27 - $42.12 $11,479 - $12,972	-308 Reduced 3.15%	9,459 $398,000
Q4 2023 Jan 31, 2024	SELL	$31.45 - $37.72 $24,468 - $29,346	-778 Reduced 7.38%	9,767 $367,000
Q3 2023 Oct 24, 2023	SELL	$33.17 - $35.6 $114,270 - $122,642	-3,445 Reduced 24.62%	10,545 $349,000
Q2 2023 Jul 24, 2023	SELL	$31.55 - $33.71 $2,176 - $2,325	-69 Reduced 0.49%	13,990 $471,000
Q1 2023 May 08, 2023	BUY	$30.98 - $37.0 $123 - $148	4 Added 0.03%	14,059 $451,000
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $425,725 - $510,337	14,055 New	14,055 $480,000

Others Institutions Holding XLF

# of Institutions

2,043

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

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 Sfe Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Sfe Investment Counsel with notifications on news.

Account

Sfe Investment Counsel Financial Sector Spdr Transaction History