Strategies Wealth Advisors, LLC Financial Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

$803 Billion
Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,253 shares of XLF stock, worth $430,641. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,253

Previous 8,020 2.91%

Holding current value

$430,641

Previous $363 Million 16.73%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$44.89 - $51.34 $10,459 - $11,962	233 Added 2.91%	8,253 $424 Million
Q3 2024 Oct 07, 2024	SELL	$40.84 - $45.74 $12,292 - $13,767	-301 Reduced 3.62%	8,020 $363 Million
Q2 2024 Jul 29, 2024	BUY	$39.59 - $42.49 $45,053 - $48,353	1,138 Added 15.84%	8,321 $342 Million
Q1 2024 Apr 22, 2024	BUY	$37.27 - $42.12 $17,479 - $19,754	469 Added 6.99%	7,183 $303 Million
Q4 2023 Jan 22, 2024	BUY	$31.45 - $37.72 $17,706 - $21,236	563 Added 9.15%	6,714 $252 Million
Q3 2023 Oct 10, 2023	BUY	$33.17 - $35.6 $165 - $178	5 Added 0.08%	6,151 $204 Million
Q2 2023 Jul 12, 2023	BUY	$31.55 - $33.71 $193,906 - $207,181	6,146 New	6,146 $207 Million

Others Institutions Holding XLF

# of Institutions

2,039

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

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Strategies Wealth Advisors, LLC Financial Sector Spdr Transaction History