Visionary Wealth Advisors Financial Sector Spdr Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 224,024 shares of XLF stock, worth $11.2 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

224,024

Previous 221,829 0.99%

Holding current value

$11.2 Million

Previous $9.12 Million 11.33%

% of portfolio

0.65%

Previous 0.62%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $89,643 - $100,399	2,195 Added 0.99%	224,024 $10.2 Million
Q2 2024 Aug 13, 2024	BUY	$39.59 - $42.49 $1.73 Million - $1.86 Million	43,691 Added 24.53%	221,829 $9.12 Million
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $1.39 Million - $1.57 Million	37,331 Added 26.51%	178,138 $7.5 Million
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $403,126 - $483,494	-12,818 Reduced 8.34%	140,807 $5.29 Million
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $815,053 - $874,763	-24,572 Reduced 13.79%	153,625 $5.1 Million
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $1.56 Million - $1.67 Million	-49,481 Reduced 21.73%	178,197 $6.01 Million
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $962,176 - $1.15 Million	-31,058 Reduced 12.0%	227,678 $7.32 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $4.38 Million - $5.25 Million	144,451 Added 126.4%	258,736 $8.85 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $1.56 Million - $1.84 Million	-51,360 Reduced 31.01%	114,285 $3.47 Million
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $21,402 - $26,524	-694 Reduced 0.42%	165,645 $5.21 Million
Q1 2022 May 12, 2022	SELL	$35.66 - $41.42 $284,816 - $330,821	-7,987 Reduced 4.58%	166,339 $6.37 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $2.19 Million - $2.37 Million	58,277 Added 50.22%	174,326 $6.81 Million
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $1.17 Million - $1.3 Million	33,268 Added 40.19%	116,049 $4.36 Million
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $1.25 Million - $1.39 Million	36,247 Added 77.89%	82,781 $3.04 Million
Q1 2021 May 18, 2021	BUY	$28.95 - $34.77 $1.06 Million - $1.28 Million	36,713 Added 373.82%	46,534 $1.58 Million
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $231,873 - $289,523	9,821 New	9,821 $290,000

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Financial Sector Spdr Transaction History