Strategic Family Wealth Counselors, L.L.C. Financial Sector Spdr Transaction History

Strategic Family Wealth Counselors, L.L.C.

$260 Million
Q2 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Financial Sector Spdr stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 9,586 shares of XLF stock, worth $437,792. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,586

Previous 9,559 0.28%

Holding current value

$437,792

Previous $402,000 1.99%

% of portfolio

0.15%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$39.59 - $42.49 $1,068 - $1,147	27 Added 0.28%	9,586 $394,000
Q1 2024 May 14, 2024	BUY	$37.27 - $42.12 $931 - $1,053	25 Added 0.26%	9,559 $402,000
Q4 2023 Jan 29, 2024	BUY	$31.45 - $37.72 $7,327 - $8,788	233 Added 2.51%	9,534 $358,000
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $995 - $1,068	30 Added 0.32%	9,301 $308,000
Q2 2023 Aug 10, 2023	BUY	$31.55 - $33.71 $9,465 - $10,113	300 Added 3.34%	9,271 $312,000
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $3,624 - $4,329	117 Added 1.32%	8,971 $288,000
Q4 2022 Jan 25, 2023	BUY	$30.29 - $36.31 $46,161 - $55,336	1,524 Added 20.79%	8,854 $0
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $212 - $250	7 Added 0.1%	7,330 $223,000
Q2 2022 Aug 11, 2022	BUY	$30.84 - $38.22 $185 - $229	6 Added 0.08%	7,323 $230,000
Q1 2022 May 04, 2022	BUY	$35.66 - $41.42 $178 - $207	5 Added 0.07%	7,317 $280,000
Q4 2021 Feb 08, 2022	BUY	$37.54 - $40.62 $7,132 - $7,717	190 Added 2.67%	7,312 $286,000
Q3 2021 Nov 09, 2021	SELL	$35.11 - $39.0 $8,496 - $9,438	-242 Reduced 3.29%	7,122 $267,000
Q2 2021 Jul 29, 2021	BUY	$34.47 - $38.47 $21,302 - $23,774	618 Added 9.16%	7,364 $270,000
Q1 2021 May 10, 2021	BUY	$28.95 - $34.77 $195,296 - $234,558	6,746 New	6,746 $230,000
Q3 2019 Oct 17, 2019	SELL	$27.86 - $28.52 $258,067 - $264,180	-9,263 Closed	0 $0
Q2 2019 Jul 17, 2019	BUY	N/A	545 Added 6.25%	9,263 $256,000
Q1 2019 Apr 26, 2019	BUY	N/A	43 Added 0.5%	8,718 $224,000
Q4 2018 Jan 18, 2019	BUY	N/A	8,675 New	8,675 $207,000

Others Institutions Holding XLF

# of Institutions

1,727

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account

Strategic Family Wealth Counselors, L.L.C. Financial Sector Spdr Transaction History