Yhb Investment Advisors, Inc. Financial Sector Spdr Transaction History

Yhb Investment Advisors, Inc.

$1.34 Billion
Q3 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 10,461 shares of XLF stock, worth $541,461. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,461

Previous 9,635 8.57%

Holding current value

$541,461

Previous $504,000 11.71%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$51.37 - $54.25 $42,431 - $44,810	826 Added 8.57%	10,461 $563,000
Q2 2025 Jul 10, 2025	SELL	$43.92 - $52.37 $658 - $785	-15 Reduced 0.16%	9,635 $504,000
Q1 2025 Apr 22, 2025	SELL	$47.32 - $52.19 $49,591 - $54,695	-1,048 Reduced 9.8%	9,650 $480,000
Q3 2024 Oct 22, 2024	SELL	$40.84 - $45.74 $92,053 - $103,097	-2,254 Reduced 17.4%	10,698 $484,000
Q2 2024 Aug 01, 2024	BUY	$39.59 - $42.49 $89,908 - $96,494	2,271 Added 21.26%	12,952 $532,000
Q1 2024 Aug 14, 2024	SELL	$37.27 - $42.12 $84,640 - $95,654	-2,271 Reduced 17.53%	10,681 $449,000
Q1 2024 Apr 26, 2024	BUY	$37.27 - $42.12 $54,526 - $61,621	1,463 Added 15.87%	10,681 $449,000
Q4 2023 Jan 29, 2024	SELL	$31.45 - $37.72 $129,416 - $155,217	-4,115 Reduced 30.86%	9,218 $346,000
Q3 2023 Oct 23, 2023	BUY	$33.17 - $35.6 $122,065 - $131,008	3,680 Added 38.12%	13,333 $442,000
Q2 2023 Aug 10, 2023	SELL	$31.55 - $33.71 $6,877 - $7,348	-218 Reduced 2.21%	9,653 $325,000
Q1 2023 May 08, 2023	SELL	$30.98 - $37.0 $16,109 - $19,240	-520 Reduced 5.0%	9,871 $317,000
Q4 2022 Jan 12, 2023	BUY	$30.29 - $36.31 $454 - $544	15 Added 0.14%	10,391 $0
Q3 2022 Nov 03, 2022	BUY	$30.36 - $35.81 $3,005 - $3,545	99 Added 0.96%	10,376 $315,000
Q1 2022 Apr 14, 2022	SELL	$35.66 - $41.42 $29,062 - $33,757	-815 Reduced 7.35%	10,277 $394,000
Q1 2021 Apr 22, 2021	SELL	$28.95 - $34.77 $82,160 - $98,677	-2,838 Reduced 20.37%	11,092 $393,000
Q4 2020 Jan 21, 2021	BUY	$23.61 - $29.48 $2,951 - $3,685	125 Added 0.91%	13,930 $411,000
Q3 2020 Nov 02, 2020	BUY	$22.68 - $25.49 $313,097 - $351,889	13,805 New	13,805 $332,000
Q1 2020 Apr 16, 2020	SELL	$17.66 - $31.17 $224,811 - $396,794	-12,730 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$26.78 - $30.94 $73,778 - $85,239	2,755 Added 27.62%	12,730 $392,000
Q3 2019 Oct 15, 2019	BUY	$27.86 - $28.52 $33,849 - $34,651	1,215 Added 13.87%	9,975 $279,000
Q2 2019 Jul 15, 2019	BUY	N/A	8,760 New	8,760 $242,000

Others Institutions Holding XLF

# of Institutions

2,152

Shares Held

760M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Yhb Investment Advisors, Inc. Financial Sector Spdr Transaction History