Avion Wealth Financial Sector Spdr Transaction History

Avion Wealth

$389 Million
Q4 2024

A detailed history of Avion Wealth transactions in Financial Sector Spdr stock. As of the latest transaction made, Avion Wealth holds 3,118 shares of XLF stock, worth $151,285. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,118

Previous 6,039 48.37%

Holding current value

$151,285

Previous $273,000 45.05%

% of portfolio

0.04%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$44.89 - $51.34 $131,123 - $149,964	-2,921 Reduced 48.37%	3,118 $150,000
Q3 2024 Oct 18, 2024	SELL	$40.84 - $45.74 $36,347 - $40,708	-890 Reduced 12.84%	6,039 $273,000
Q2 2024 Jul 26, 2024	BUY	$39.59 - $42.49 $27,990 - $30,040	707 Added 11.36%	6,929 $284,000
Q1 2024 May 03, 2024	BUY	$37.27 - $42.12 $5,702 - $6,444	153 Added 2.52%	6,222 $263,000
Q2 2023 Jul 14, 2023	BUY	$31.55 - $33.71 $31 - $33	1 Added 0.02%	6,069 $204,000
Q4 2021 Jan 26, 2022	BUY	$37.54 - $40.62 $37 - $40	1 Added 0.02%	6,068 $237,000
Q2 2021 Jul 27, 2021	BUY	$34.47 - $38.47 $1,034 - $1,154	30 Added 0.5%	6,067 $223,000
Q4 2020 Jan 26, 2021	BUY	$23.61 - $29.48 $13,906 - $17,363	589 Added 10.81%	6,037 $178,000
Q1 2020 Apr 08, 2020	BUY	$17.66 - $31.17 $96,211 - $169,814	5,448 New	5,448 $113,000

Others Institutions Holding XLF

# of Institutions

2,043

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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