Strategic Financial Concepts, LLC Financial Sector Spdr Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 698,314 shares of XLF stock, worth $36.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
698,314
Previous 12,832 5341.97%
Holding current value
$36.2 Million
Previous $582 Million 30.59%
% of portfolio
0.14%
Previous 0.19%

Shares

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

Jan 30, 2025
SELL
$44.89 - $51.34 $30.6 Million - $35 Million
-682,600 Reduced 97.75%
15,714 $759 Million
Q4 2024

Jan 27, 2025
BUY
$44.89 - $51.34 $30.8 Million - $35.2 Million
685,482 Added 5341.97%
698,314 $759 Million
Q3 2024

Nov 12, 2024
SELL
$40.84 - $45.74 $22.1 Million - $24.8 Million
-541,580 Reduced 97.69%
12,832 $582 Million
Q2 2024

Aug 06, 2024
BUY
$39.59 - $42.49 $21.4 Million - $23 Million
540,669 Added 3934.14%
554,412 $66.4 Million
Q1 2024

Apr 22, 2024
BUY
$37.27 - $42.12 $512,201 - $578,855
13,743 New
13,743 $579 Million
Q3 2023

Nov 07, 2023
BUY
$33.17 - $35.6 $10,382 - $11,142
313 Added 2.79%
11,525 $382 Million
Q2 2023

Sep 06, 2023
SELL
$31.55 - $33.71 $140,933 - $150,582
-4,467 Reduced 28.49%
11,212 $378 Million
Q1 2023

Sep 06, 2023
BUY
$30.98 - $37.0 $485,735 - $580,123
15,679 New
15,679 $504 Million

Others Institutions Holding XLF

# of Institutions
2,023
Shares Held
752M
Call Options Held
193M
Put Options Held
332M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email