A detailed history of United Advisor Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, United Advisor Group, LLC holds 7,647 shares of XLF stock, worth $396,496. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,647
Previous 11,399 32.92%
Holding current value
$396,496
Previous $567,000 29.45%
% of portfolio
0.07%
Previous 0.12%

Shares

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

Aug 11, 2025

SELL
$43.92 - $52.37 $164,787 - $196,492
-3,752 Reduced 32.92%
7,647 $400,000
Q1 2025

Apr 21, 2025

BUY
$47.32 - $52.19 $539,400 - $594,913
11,399 New
11,399 $567,000
Q3 2024

Oct 30, 2024

BUY
$40.84 - $45.74 $410,727 - $460,007
10,057 New
10,057 $455,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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