Soltis Investment Advisors LLC Financial Sector Spdr Transaction History

Soltis Investment Advisors LLC

$1.03 Billion
Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 31,741 shares of XLF stock, worth $1.64 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

31,741

Previous 30,410 4.38%

Holding current value

$1.64 Million

Previous $1.38 Million 11.32%

% of portfolio

0.15%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$44.89 - $51.34 $59,748 - $68,333	1,331 Added 4.38%	31,741 $1.53 Million
Q3 2024 Nov 18, 2024	SELL	$40.84 - $45.74 $272,811 - $305,543	-6,680 Reduced 18.01%	30,410 $1.38 Million
Q2 2024 Aug 12, 2024	SELL	$39.59 - $42.49 $541,155 - $580,795	-13,669 Reduced 26.93%	37,090 $1.52 Million
Q1 2024 Apr 29, 2024	BUY	$37.27 - $42.12 $76,999 - $87,019	2,066 Added 4.24%	50,759 $2.14 Million
Q4 2023 Jan 26, 2024	BUY	$31.45 - $37.72 $1.53 Million - $1.84 Million	48,693 New	48,693 $1.83 Million
Q1 2022 May 06, 2022	SELL	$35.66 - $41.42 $246,588 - $286,419	-6,915 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$37.54 - $40.62 $53,607 - $58,005	1,428 Added 26.03%	6,915 $270,000
Q3 2021 Nov 09, 2021	BUY	$35.11 - $39.0 $192,648 - $213,993	5,487 New	5,487 $206,000

Others Institutions Holding XLF

# of Institutions

1,939

Shares Held

729M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Soltis Investment Advisors LLC Financial Sector Spdr Transaction History