Zuckerman Investment Group, LLC Financial Sector Spdr Transaction History

Zuckerman Investment Group, LLC

$954 Million
Q4 2024

A detailed history of Zuckerman Investment Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Zuckerman Investment Group, LLC holds 178,850 shares of XLF stock, worth $8.72 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

178,850

Previous 177,246 0.9%

Holding current value

$8.72 Million

Previous $8.03 Million 7.61%

% of portfolio

0.91%

Previous 0.87%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$44.89 - $51.34 $72,003 - $82,349	1,604 Added 0.9%	178,850 $8.64 Million
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $15,274 - $17,106	374 Added 0.21%	177,246 $8.03 Million
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $57,009 - $61,185	1,440 Added 0.82%	176,872 $7.27 Million
Q1 2024 May 15, 2024	SELL	$37.27 - $42.12 $225,483 - $254,825	-6,050 Reduced 3.33%	175,432 $7.39 Million
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $177,315 - $212,665	-5,638 Reduced 3.01%	181,482 $6.82 Million
Q3 2023 Nov 14, 2023	SELL	$33.17 - $35.6 $34,496 - $37,024	-1,040 Reduced 0.55%	187,120 $6.21 Million
Q2 2023 Aug 14, 2023	SELL	$31.55 - $33.71 $116,735 - $124,727	-3,700 Reduced 1.93%	188,160 $6.34 Million
Q1 2023 May 12, 2023	BUY	$30.98 - $37.0 $26,023 - $31,080	840 Added 0.44%	191,860 $6.17 Million
Q4 2022 Feb 15, 2023	BUY	$30.29 - $36.31 $5.79 Million - $6.94 Million	191,020 New	191,020 $6.53 Million
Q3 2022 Nov 04, 2022	BUY	$30.36 - $35.81 $123,352 - $145,496	4,063 Added 2.22%	187,037 $5.68 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $196,944 - $244,072	6,386 Added 3.62%	182,974 $5.76 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $6.61 Million - $7.68 Million	-185,408 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $6.96 Million - $7.53 Million	185,408 New	185,408 $7.24 Million
Q3 2021 Nov 12, 2021	SELL	$35.11 - $39.0 $6.51 Million - $7.23 Million	-185,488 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $33,780 - $37,700	980 Added 0.53%	185,488 $6.81 Million
Q1 2021 May 17, 2021	BUY	$28.95 - $34.77 $188,059 - $225,865	6,496 Added 3.65%	184,508 $6.28 Million
Q4 2020 Feb 16, 2021	SELL	$23.61 - $29.48 $10,388 - $12,971	-440 Reduced 0.25%	178,012 $5.25 Million
Q3 2020 Nov 16, 2020	SELL	$22.68 - $25.49 $38,533 - $43,307	-1,699 Reduced 0.94%	178,452 $4.3 Million
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $324,745 - $444,178	16,611 Added 10.16%	180,151 $4.17 Million
Q1 2020 May 15, 2020	BUY	$17.66 - $31.17 $2.89 Million - $5.1 Million	163,540 New	163,540 $3.41 Million

Others Institutions Holding XLF

# of Institutions

2,092

Shares Held

774M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Zuckerman Investment Group, LLC Financial Sector Spdr Transaction History