Zhang Financial LLC Financial Sector Spdr Transaction History

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024

A detailed history of Zhang Financial LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Zhang Financial LLC holds 18,498 shares of XLF stock, worth $938,773. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,498
Previous 11,544 60.24%
Holding current value
$938,773
Previous $523,000 70.94%
% of portfolio
0.05%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$44.89 - $51.34 $312,165 - $357,018
6,954 Added 60.24%
18,498 $894,000
Q3 2024

Oct 15, 2024
BUY
$40.84 - $45.74 $81 - $91
2 Added 0.02%
11,544 $523,000
Q2 2024

Jul 19, 2024
BUY
$39.59 - $42.49 $79 - $84
2 Added 0.02%
11,542 $474,000
Q1 2024

Apr 24, 2024
SELL
$37.27 - $42.12 $18,485 - $20,891
-496 Reduced 4.12%
11,540 $486,000
Q4 2023

Jan 31, 2024
SELL
$31.45 - $37.72 $23,807 - $28,554
-757 Reduced 5.92%
12,036 $452,000
Q3 2023

Oct 11, 2023
SELL
$33.17 - $35.6 $9,884 - $10,608
-298 Reduced 2.28%
12,793 $424,000
Q2 2023

Jul 18, 2023
SELL
$31.55 - $33.71 $9,748 - $10,416
-309 Reduced 2.31%
13,091 $441,000
Q1 2023

May 10, 2023
SELL
$30.98 - $37.0 $96,564 - $115,329
-3,117 Reduced 18.87%
13,400 $430,000
Q4 2022

May 17, 2023
BUY
$30.29 - $36.31 $94,413 - $113,178
3,117 Added 23.26%
16,517 $564,000
Q4 2022

Jan 17, 2023
BUY
$30.29 - $36.31 $112,860 - $135,291
3,726 Added 29.13%
16,517 $565,000
Q3 2022

Oct 18, 2022
SELL
$30.36 - $35.81 $13,419 - $15,828
-442 Reduced 3.34%
12,791 $388,000
Q2 2022

Jul 14, 2022
SELL
$30.84 - $38.22 $14,679 - $18,192
-476 Reduced 3.47%
13,233 $416,000
Q1 2022

Apr 21, 2022
BUY
$35.66 - $41.42 $20,183 - $23,443
566 Added 4.31%
13,709 $525,000
Q4 2021

Feb 10, 2022
BUY
$37.54 - $40.62 $493,388 - $533,868
13,143 New
13,143 $513,000

Others Institutions Holding XLF

# of Institutions
2,034
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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