Worth Financial Advisory Group, LLC Financial Sector Spdr Transaction History

Worth Financial Advisory Group, LLC

$162 Billion
Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,203 shares of XLF stock, worth $793,292. This represents 0.45% of its overall portfolio holdings.

Number of Shares

15,203

Previous 15,990 4.92%

Holding current value

$793,292

Previous $725 Million 1.39%

% of portfolio

0.45%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$44.89 - $51.34 $35,328 - $40,404	-787 Reduced 4.92%	15,203 $735 Million
Q3 2024 Oct 24, 2024	BUY	$40.84 - $45.74 $18,214 - $20,400	446 Added 2.87%	15,990 $725 Million
Q2 2024 Jul 26, 2024	BUY	$39.59 - $42.49 $2,810 - $3,016	71 Added 0.46%	15,544 $639 Million
Q1 2024 Apr 30, 2024	SELL	$37.27 - $42.12 $17,554 - $19,838	-471 Reduced 2.95%	15,473 $652 Million
Q4 2023 Jan 19, 2024	SELL	$31.45 - $37.72 $4,119 - $4,941	-131 Reduced 0.81%	15,944 $599 Million
Q3 2023 Oct 13, 2023	BUY	$33.17 - $35.6 $6,003 - $6,443	181 Added 1.14%	16,075 $533 Million
Q2 2023 Jul 28, 2023	SELL	$31.55 - $33.71 $60,512 - $64,655	-1,918 Reduced 10.77%	15,894 $536 Million
Q1 2023 Apr 19, 2023	SELL	$30.98 - $37.0 $22,677 - $27,084	-732 Reduced 3.95%	17,812 $573 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $561,697 - $673,332	18,544 New	18,544 $634 Million

Others Institutions Holding XLF

# of Institutions

2,039

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Worth Financial Advisory Group, LLC Financial Sector Spdr Transaction History