Transamerica Financial Advisors, Inc. Financial Sector Spdr Transaction History

Transamerica Financial Advisors, Inc.

$1.01 Billion
Q4 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 114,512 shares of XLF stock, worth $5.98 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

114,512

Previous 112,509 1.78%

Holding current value

$5.98 Million

Previous $5.1 Million 8.55%

% of portfolio

0.55%

Previous 0.5%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$44.89 - $51.34 $89,914 - $102,834	2,003 Added 1.78%	114,512 $5.54 Million
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $270,687 - $303,164	6,628 Added 6.26%	112,509 $5.1 Million
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $1.16 Million - $1.32 Million	31,233 Added 41.84%	105,881 $4.46 Million
Q4 2023 Feb 12, 2024	BUY	$31.45 - $37.72 $606,293 - $727,166	19,278 Added 34.82%	74,648 $2.81 Million
Q3 2023 Nov 14, 2023	SELL	$33.17 - $35.6 $358,932 - $385,227	-10,821 Reduced 16.35%	55,370 $1.84 Million
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $914 - $977	29 Added 0.04%	66,191 $2.23 Million
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $231,575 - $276,575	7,475 Added 12.74%	66,162 $2.13 Million
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $1.9 Million - $2.28 Million	-62,838 Reduced 51.71%	58,687 $2.01 Million
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $613,120 - $723,182	20,195 Added 19.93%	121,525 $3.69 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $3.13 Million - $3.87 Million	101,330 New	101,330 $0
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $455,595 - $512,043	-20,088 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $392,720 - $537,153	20,088 New	20,088 $465,000
Q1 2020 May 15, 2020	SELL	$17.66 - $31.17 $547 - $966	-31 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$26.78 - $30.94 $830 - $959	31 New	31 $1,000
Q3 2019 Nov 12, 2019	SELL	$27.86 - $28.52 $2.41 Million - $2.47 Million	-86,456 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	N/A	86,456 New	86,456 $2.39 Million
Q1 2019 May 14, 2019	SELL	N/A	-59,722 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	N/A	-52,132 Reduced 46.61%	59,722 $1.42 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-43,133 Reduced 27.83%	111,854 $3.09 Million
Q2 2018 Jul 25, 2018	BUY	N/A	5,014 Added 3.34%	154,987 $4.12 Million
Q1 2018 May 09, 2018	BUY	N/A	10,224 Added 7.32%	149,973 $4.14 Million
Q4 2017 Feb 09, 2018	BUY	N/A	1,627 Added 1.18%	139,749 $3.9 Million
Q3 2017 Nov 13, 2017	BUY	N/A	138,122	138,122 $3.57 Million

Others Institutions Holding XLF

# of Institutions

2,039

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

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About FINANCIAL SECTOR SPDR

Ticker XLF
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Transamerica Financial Advisors, Inc. Financial Sector Spdr Transaction History