Vision Point Advisory Group, LLC Financial Sector Spdr Transaction History

Vision Point Advisory Group, LLC

$485 Million
Q4 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,016 shares of XLF stock, worth $210,639. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,016

Previous 9,428 57.4%

Holding current value

$210,639

Previous $507,000 58.58%

% of portfolio

0.04%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$51.76 - $53.77 $280,125 - $291,003	-5,412 Reduced 57.4%	4,016 $210,000
Q3 2025 Oct 07, 2025	BUY	$51.37 - $54.25 $13,047 - $13,779	254 Added 2.77%	9,428 $507,000
Q2 2025 Jul 09, 2025	BUY	$43.92 - $52.37 $402,922 - $480,442	9,174 New	9,174 $480,000
Q4 2023 Feb 07, 2024	SELL	$31.45 - $37.72 $2,107 - $2,527	-67 Reduced 57.26%	50 $1,000
Q3 2023 Dec 06, 2023	SELL	$33.17 - $35.6 $8,060 - $8,650	-243 Reduced 67.5%	117 $3,000

Q2 2023 Aug 21, 2023	BUY	$31.55 - $33.71 $11,358 - $12,135	360 New	360 $12,000
Q1 2020 May 15, 2020	SELL	$17.66 - $31.17 $131,831 - $232,684	-7,465 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$27.86 - $28.52 $612 - $627	-22 Reduced 0.29%	7,465 $205,000
Q2 2019 Aug 14, 2019	SELL	N/A	-6,469 Reduced 46.35%	7,487 $207,000
Q1 2019 May 10, 2019	BUY	N/A	13,956 New	13,956 $359,000

Others Institutions Holding XLF

# of Institutions

2,165

Shares Held

764M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Vision Point Advisory Group, LLC Financial Sector Spdr Transaction History