Westbourne Investment Advisors, Inc. Financial Sector Spdr Transaction History

Westbourne Investment Advisors, Inc.

  • $286 Million
  • Q3 2024

A detailed history of Westbourne Investment Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 24,331 shares of XLF stock, worth $1.23 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
24,331
Previous 23,902 1.79%
Holding current value
$1.23 Million
Previous $983,000 12.21%
% of portfolio
0.39%
Previous 0.36%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$40.84 - $45.74 $17,520 - $19,622
429 Added 1.79%
24,331 $1.1 Million
Q2 2024

Aug 07, 2024
BUY
$39.59 - $42.49 $91,175 - $97,854
2,303 Added 10.66%
23,902 $983,000
Q1 2024

Apr 22, 2024
BUY
$37.27 - $42.12 $20,535 - $23,208
551 Added 2.62%
21,599 $910,000
Q4 2023

Jan 17, 2024
SELL
$31.45 - $37.72 $251 - $301
-8 Reduced 0.04%
21,048 $791,000
Q3 2023

Nov 06, 2023
BUY
$33.17 - $35.6 $157,524 - $169,064
4,749 Added 29.12%
21,056 $698,000
Q2 2023

Aug 09, 2023
BUY
$31.55 - $33.71 $22,495 - $24,035
713 Added 4.57%
16,307 $550,000
Q1 2023

Apr 24, 2023
BUY
$30.98 - $37.0 $100,963 - $120,583
3,259 Added 26.42%
15,594 $501,000
Q4 2022

Feb 09, 2023
BUY
$30.29 - $36.31 $1,605 - $1,924
53 Added 0.43%
12,335 $422,000
Q3 2022

Nov 02, 2022
BUY
$30.36 - $35.81 $4,523 - $5,335
149 Added 1.23%
12,282 $373,000
Q2 2022

Aug 04, 2022
SELL
$30.84 - $38.22 $26,985 - $33,442
-875 Reduced 6.73%
12,133 $382,000
Q1 2022

Jun 15, 2022
SELL
$35.66 - $41.42 $48,069 - $55,834
-1,348 Reduced 9.39%
13,008 $498,000
Q4 2021

Jan 24, 2022
BUY
$37.54 - $40.62 $18,920 - $20,472
504 Added 3.64%
14,356 $561,000
Q3 2021

Oct 25, 2021
SELL
$35.11 - $39.0 $238,923 - $265,395
-6,805 Reduced 32.94%
13,852 $520,000
Q2 2021

Aug 02, 2021
BUY
$34.47 - $38.47 $60,908 - $67,976
1,767 Added 9.35%
20,657 $758,000
Q1 2021

Apr 27, 2021
SELL
$28.95 - $34.77 $115,249 - $138,419
-3,981 Reduced 17.41%
18,890 $643,000
Q4 2020

Jan 22, 2021
BUY
$23.61 - $29.48 $539,984 - $674,237
22,871 New
22,871 $674,000
Q2 2020

Jul 14, 2020
SELL
$19.55 - $26.74 $317,140 - $433,776
-16,222 Closed
0 $0
Q1 2020

Apr 21, 2020
SELL
$17.66 - $31.17 $19,196 - $33,881
-1,087 Reduced 6.28%
16,222 $338,000
Q4 2019

Jan 23, 2020
BUY
$26.78 - $30.94 $82,884 - $95,759
3,095 Added 21.77%
17,309 $533,000
Q3 2019

Oct 22, 2019
BUY
$27.86 - $28.52 $171,311 - $175,369
6,149 Added 76.24%
14,214 $398,000
Q2 2019

Jul 22, 2019
BUY
N/A
8,065 New
8,065 $223,000
Q4 2018

Jan 18, 2019
SELL
N/A
-5,092 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
N/A
5,092 New
5,092 $140,000

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

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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