Arkadios Wealth Advisors Financial Sector Spdr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 175,574 shares of XLF stock, worth $9.04 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

175,574

Previous 161,706 8.58%

Holding current value

$9.04 Million

Previous $7.33 Million 15.79%

% of portfolio

0.5%

Previous 0.45%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$44.89 - $51.34 $622,534 - $711,983	13,868 Added 8.58%	175,574 $8.49 Million
Q3 2024 Oct 24, 2024	BUY	$40.84 - $45.74 $705,020 - $789,609	17,263 Added 11.95%	161,706 $7.33 Million
Q2 2024 Jul 29, 2024	BUY	$39.59 - $42.49 $2.81 Million - $3.02 Million	70,966 Added 96.58%	144,443 $5.94 Million
Q1 2024 Apr 30, 2024	BUY	$37.27 - $42.12 $11,143 - $12,593	299 Added 0.41%	73,477 $3.09 Million
Q4 2023 Jan 24, 2024	SELL	$31.45 - $37.72 $480,964 - $576,851	-15,293 Reduced 17.29%	73,178 $2.75 Million
Q3 2023 Oct 13, 2023	BUY	$33.17 - $35.6 $639,882 - $686,759	19,291 Added 27.89%	88,471 $2.93 Million
Q2 2023 Jul 26, 2023	SELL	$31.55 - $33.71 $186,712 - $199,495	-5,918 Reduced 7.88%	69,180 $2.33 Million
Q1 2023 May 02, 2023	BUY	$30.98 - $37.0 $309,335 - $369,445	9,985 Added 15.33%	75,098 $2.41 Million
Q4 2022 Jan 11, 2023	BUY	$30.29 - $36.31 $236,928 - $284,016	7,822 Added 13.65%	65,113 $0
Q3 2022 Oct 21, 2022	BUY	$30.36 - $35.81 $186,288 - $219,730	6,136 Added 11.99%	57,291 $1.74 Million
Q2 2022 Jul 14, 2022	BUY	$30.84 - $38.22 $61 - $76	2 Added 0.0%	51,155 $1.61 Million
Q1 2022 May 02, 2022	SELL	$35.66 - $41.42 $122,313 - $142,070	-3,430 Reduced 6.28%	51,153 $1.96 Million
Q4 2021 Feb 03, 2022	BUY	$37.54 - $40.62 $403,780 - $436,908	10,756 Added 24.54%	54,583 $2.13 Million
Q3 2021 Oct 19, 2021	SELL	$35.11 - $39.0 $1.49 Million - $1.66 Million	-42,498 Reduced 49.23%	43,827 $1.64 Million
Q2 2021 Jul 28, 2021	BUY	$34.47 - $38.47 $2.02 Million - $2.26 Million	58,649 Added 211.91%	86,325 $3.17 Million
Q1 2021 Apr 26, 2021	BUY	$28.95 - $34.77 $193,878 - $232,854	6,697 Added 31.92%	27,676 $942,000
Q4 2020 Feb 09, 2021	BUY	$23.61 - $29.48 $398,206 - $497,209	16,866 Added 410.07%	20,979 $618,000
Q3 2020 Nov 10, 2020	BUY	$22.68 - $25.49 $20,910 - $23,501	922 Added 28.89%	4,113 $103 Million
Q2 2020 Aug 10, 2020	SELL	$19.55 - $26.74 $48,796 - $66,743	-2,496 Reduced 43.89%	3,191 $75.6 Million
Q1 2020 May 14, 2020	BUY	$17.66 - $31.17 $105 - $187	6 Added 0.11%	5,687 $118 Million
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $152,137 - $175,770	5,681 New	5,681 $0

Others Institutions Holding XLF

# of Institutions

1,904

Shares Held

710M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Arkadios Wealth Advisors Financial Sector Spdr Transaction History