Avidian Wealth Solutions, LLC Financial Sector Spdr Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 20,264 shares of XLF stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,264
Previous 13,730 47.59%
Holding current value
$1.04 Million
Previous $622,000 57.4%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 29, 2025
BUY
$44.89 - $51.34 $293,311 - $335,455
6,534 Added 47.59%
20,264 $979,000
Q3 2024

Oct 30, 2024
BUY
$40.84 - $45.74 $35,489 - $39,748
869 Added 6.76%
13,730 $622,000
Q2 2024

Aug 06, 2024
SELL
$39.59 - $42.49 $112,158 - $120,374
-2,833 Reduced 18.05%
12,861 $528,000
Q1 2024

May 03, 2024
SELL
$37.27 - $42.12 $114,307 - $129,182
-3,067 Reduced 16.35%
15,694 $661,000
Q4 2023

Feb 06, 2024
SELL
$31.45 - $37.72 $182,598 - $219,002
-5,806 Reduced 23.63%
18,761 $705,000
Q3 2023

Oct 13, 2023
SELL
$33.17 - $35.6 $232,787 - $249,840
-7,018 Reduced 22.22%
24,567 $814,000
Q2 2023

Aug 03, 2023
SELL
$31.55 - $33.71 $93,230 - $99,613
-2,955 Reduced 8.56%
31,585 $1.06 Million
Q1 2023

May 08, 2023
BUY
$30.98 - $37.0 $683,016 - $815,739
22,047 Added 176.47%
34,540 $1.11 Million
Q4 2022

Feb 06, 2023
SELL
$30.29 - $36.31 $124,643 - $149,415
-4,115 Reduced 24.78%
12,493 $427,000
Q3 2022

Nov 03, 2022
SELL
$30.36 - $35.81 $4.19 Million - $4.94 Million
-138,062 Reduced 89.26%
16,608 $504,000
Q2 2022

Jul 29, 2022
SELL
$30.84 - $38.22 $8.34 Million - $10.3 Million
-270,585 Reduced 63.63%
154,670 $4.86 Million
Q1 2022

May 10, 2022
BUY
$35.66 - $41.42 $451,063 - $523,921
12,649 Added 3.07%
425,255 $16.3 Million
Q4 2021

Feb 14, 2022
BUY
$37.54 - $40.62 $227,192 - $245,832
6,052 Added 1.49%
412,606 $16.1 Million
Q3 2021

Nov 10, 2021
BUY
$35.11 - $39.0 $1.96 Million - $2.18 Million
55,881 Added 15.94%
406,554 $15.3 Million
Q2 2021

Aug 09, 2021
BUY
$34.47 - $38.47 $5.29 Million - $5.91 Million
153,583 Added 77.93%
350,673 $12.9 Million
Q1 2021

May 05, 2021
BUY
$28.95 - $34.77 $5.38 Million - $6.46 Million
185,923 Added 1664.93%
197,090 $6.71 Million
Q4 2020

Feb 09, 2021
SELL
$23.61 - $29.48 $258,789 - $323,130
-10,961 Reduced 49.53%
11,167 $329,000
Q3 2020

Nov 06, 2020
SELL
$22.68 - $25.49 $546,338 - $614,028
-24,089 Reduced 52.12%
22,128 $533,000
Q2 2020

Aug 10, 2020
SELL
$19.55 - $26.74 $447,421 - $611,971
-22,886 Reduced 33.12%
46,217 $1.07 Million
Q1 2020

Apr 22, 2020
BUY
$17.66 - $31.17 $709,031 - $1.25 Million
40,149 Added 138.66%
69,103 $1.44 Million
Q4 2019

Feb 13, 2020
BUY
$26.78 - $30.94 $505,686 - $584,240
18,883 Added 187.5%
28,954 $891,000
Q3 2019

Nov 14, 2019
SELL
$27.86 - $28.52 $3.77 Million - $3.86 Million
-135,218 Reduced 93.07%
10,071 $282,000
Q2 2019

Aug 14, 2019
BUY
N/A
46,736 Added 47.42%
145,289 $4.01 Million
Q1 2019

May 15, 2019
SELL
N/A
-215,576 Reduced 68.63%
98,553 $2.53 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-161,557 Reduced 33.96%
314,129 $7.48 Million
Q3 2018

Nov 14, 2018
BUY
N/A
12,515 Added 2.7%
475,686 $13.1 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-22,283 Reduced 4.59%
463,171 $12.3 Million
Q1 2018

May 15, 2018
BUY
N/A
369,797 Added 319.74%
485,454 $13.4 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-1,419 Reduced 1.21%
115,657 $3.23 Million
Q3 2017

Nov 14, 2017
BUY
N/A
4,799 Added 4.27%
117,076 $3.03 Million
Q2 2017

Aug 14, 2017
BUY
N/A
112,277
112,277 $2.77 Million

Others Institutions Holding XLF

# of Institutions
2,031
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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