Soltis Investment Advisors LLC Financial Sector Spdr Transaction History

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 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 37,090 shares of XLF stock, worth $1.67 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
37,090
Previous 50,759 26.93%
Holding current value
$1.67 Million
Previous $2.14 Million 28.69%
% of portfolio
0.16%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,728
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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