Winthrop Advisory Group LLC Financial Sector Spdr Transaction History

Winthrop Advisory Group LLC

$912 Million
Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 5,628 shares of XLF stock, worth $293,725. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,628

Previous 5,011 12.31%

Holding current value

$293,725

Previous $227,000 19.82%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$44.89 - $51.34 $27,697 - $31,676	617 Added 12.31%	5,628 $272,000
Q3 2024 Oct 31, 2024	SELL	$40.84 - $45.74 $7,596 - $8,507	-186 Reduced 3.58%	5,011 $227,000
Q2 2024 Jul 18, 2024	BUY	$39.59 - $42.49 $1,504 - $1,614	38 Added 0.74%	5,197 $213,000
Q1 2024 Apr 17, 2024	BUY	$37.27 - $42.12 $192,275 - $217,297	5,159 New	5,159 $217,000
Q2 2023 Aug 02, 2023	BUY	$31.55 - $33.71 $193,086 - $206,305	6,120 New	6,120 $206,000
Q4 2022 Aug 03, 2023	SELL	$30.29 - $36.31 $1,484 - $1,779	-49 Reduced 0.8%	6,071 $207,000
Q4 2022 Jan 18, 2023	SELL	$30.29 - $36.31 $24,262 - $29,084	-801 Reduced 11.66%	6,071 $208,000
Q3 2022 Nov 04, 2022	BUY	$30.36 - $35.81 $2,519 - $2,972	83 Added 1.22%	6,872 $209,000
Q2 2022 Jul 21, 2022	BUY	$30.84 - $38.22 $209,372 - $259,475	6,789 New	6,789 $214,000
Q1 2022 Apr 13, 2022	SELL	$35.66 - $41.42 $185,360 - $215,301	-5,198 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$37.54 - $40.62 $195,132 - $211,142	5,198 New	5,198 $203,000

Others Institutions Holding XLF

# of Institutions

2,029

Shares Held

762M

Call Options Held

259M

Put Options Held

341M

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 Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.

Account

Winthrop Advisory Group LLC Financial Sector Spdr Transaction History