Sound View Wealth Advisors Group, LLC Financial Sector Spdr Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,962 shares of XLF stock, worth $515,633. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,962
Previous 9,829 1.35%
Holding current value
$515,633
Previous $489,000 6.54%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$43.92 - $52.37 $5,841 - $6,965
133 Added 1.35%
9,962 $521,000
Q4 2024

Feb 07, 2025
BUY
$44.89 - $51.34 $33,577 - $38,402
748 Added 8.24%
9,829 $475,000
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $50,396 - $56,443
1,234 Added 15.73%
9,081 $411,000
Q2 2024

Aug 05, 2024
BUY
$39.59 - $42.49 $6,255 - $6,713
158 Added 2.05%
7,847 $322,000
Q4 2023

Feb 08, 2024
SELL
$31.45 - $37.72 $13,334 - $15,993
-424 Reduced 5.23%
7,689 $289,000
Q3 2023

Nov 07, 2023
SELL
$33.17 - $35.6 $48,096 - $51,620
-1,450 Reduced 15.16%
8,113 $269,000
Q2 2023

Aug 08, 2023
SELL
$31.55 - $33.71 $15,270 - $16,315
-484 Reduced 4.82%
9,563 $322,000
Q1 2023

May 12, 2023
BUY
$30.98 - $37.0 $73,391 - $87,653
2,369 Added 30.85%
10,047 $323,000
Q2 2022

Aug 05, 2022
SELL
$30.84 - $38.22 $15,420 - $19,110
-500 Reduced 6.11%
7,678 $241,000
Q1 2022

May 11, 2022
BUY
$35.66 - $41.42 $72,960 - $84,745
2,046 Added 33.37%
8,178 $313,000
Q4 2021

Jan 20, 2022
SELL
$37.54 - $40.62 $300 - $324
-8 Reduced 0.13%
6,132 $239,000
Q3 2021

Oct 21, 2021
BUY
$35.11 - $39.0 $215,575 - $239,460
6,140 New
6,140 $230,000

Others Institutions Holding XLF

# of Institutions
2,152
Shares Held
760M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email