Sage View Advisory Group, LLC Financial Sector Spdr Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 6,864 shares of XLF stock, worth $333,041. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,864

Previous 6,203 10.66%

Holding current value

$333,041

Previous $281 Million 17.99%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$44.89 - $51.34 $29,672 - $33,935	661 Added 10.66%	6,864 $332 Million
Q3 2024 Nov 14, 2024	SELL	$40.84 - $45.74 $78,290 - $87,683	-1,917 Reduced 23.61%	6,203 $281 Million
Q2 2024 Aug 14, 2024	BUY	$39.59 - $42.49 $321,470 - $345,018	8,120 New	8,120 $334 Million
Q4 2023 Feb 09, 2024	SELL	$31.45 - $37.72 $1.65 Million - $1.98 Million	-52,395 Reduced 68.11%	24,530 $963 Million
Q3 2023 Nov 02, 2023	BUY	$33.17 - $35.6 $207,080 - $222,250	6,243 Added 8.83%	76,925 $2.55 Billion
Q2 2023 Aug 11, 2023	BUY	$31.55 - $33.71 $1.01 Million - $1.07 Million	31,874 Added 82.13%	70,682 $2.38 Billion
Q1 2023 May 01, 2023	BUY	$30.98 - $37.0 $553,953 - $661,597	17,881 Added 85.44%	38,808 $1.25 Billion
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $633,878 - $759,859	20,927 New	20,927 $716 Million

Others Institutions Holding XLF

# of Institutions

2,045

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Financial Sector Spdr Transaction History