Soa Wealth Advisors, Llc. Financial Sector Spdr Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 19,100 shares of XLF stock, worth $973,336. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,100

Previous 19,066 0.18%

Holding current value

$973,336

Previous $921,000 1.95%

% of portfolio

0.11%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$47.32 - $52.19 $1,608 - $1,774	34 Added 0.18%	19,100 $939,000
Q4 2024 Jan 28, 2025	SELL	$44.89 - $51.34 $7,631 - $8,727	-170 Reduced 0.88%	19,066 $921,000
Q3 2024 Oct 08, 2024	BUY	$40.84 - $45.74 $2,042 - $2,287	50 Added 0.26%	19,236 $871,000
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $6,611 - $7,095	-167 Reduced 0.86%	19,186 $788,000
Q1 2024 Apr 10, 2024	BUY	$37.27 - $42.12 $1,863 - $2,106	50 Added 0.26%	19,353 $815,000
Q4 2023 Jan 10, 2024	BUY	$31.45 - $37.72 $188 - $226	6 Added 0.03%	19,303 $725,000
Q3 2023 Oct 10, 2023	BUY	$33.17 - $35.6 $4,212 - $4,521	127 Added 0.66%	19,297 $640,000
Q2 2023 Jul 07, 2023	SELL	$31.55 - $33.71 $1,041 - $1,112	-33 Reduced 0.17%	19,170 $646,000
Q1 2023 Apr 28, 2023	BUY	$30.98 - $37.0 $2,230 - $2,664	72 Added 0.38%	19,203 $617,000
Q4 2022 Jan 10, 2023	SELL	$30.29 - $36.31 $9,147 - $10,965	-302 Reduced 1.55%	19,131 $0
Q3 2022 Oct 07, 2022	BUY	$30.36 - $35.81 $2,489 - $2,936	82 Added 0.42%	19,433 $589,000
Q2 2022 Jul 13, 2022	BUY	$30.84 - $38.22 $2,282 - $2,828	74 Added 0.38%	19,351 $608,000
Q1 2022 Apr 07, 2022	BUY	$35.66 - $41.42 $1,961 - $2,278	55 Added 0.29%	19,277 $738,000
Q4 2021 Jan 13, 2022	BUY	$37.54 - $40.62 $2,590 - $2,802	69 Added 0.36%	19,222 $751,000
Q3 2021 Oct 12, 2021	BUY	$35.11 - $39.0 $11,024 - $12,246	314 Added 1.67%	19,153 $718,000
Q2 2021 Jul 14, 2021	SELL	$34.47 - $38.47 $20,440 - $22,812	-593 Reduced 3.05%	18,839 $691,000
Q1 2021 Apr 26, 2021	BUY	$28.95 - $34.77 $1,852 - $2,225	64 Added 0.33%	19,432 $661,000
Q4 2020 Mar 10, 2021	BUY	$23.61 - $29.48 $457,278 - $570,968	19,368 New	19,368 $606,000

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
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Industry ETFs

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Soa Wealth Advisors, Llc. Financial Sector Spdr Transaction History