Blue Sky Wealth Advisors, LLC Financial Sector Spdr Transaction History

Blue Sky Wealth Advisors, LLC

$639 Million
Q4 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 5,793 shares of XLF stock, worth $290,692. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,793

Previous 5,793 -0.0%

Holding current value

$290,692

Previous $262,000 6.49%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$39.59 - $42.49 $229,344 - $246,144	5,793 New	5,793 $238,000
Q4 2023 Feb 12, 2024	SELL	$31.45 - $37.72 $138,254 - $165,817	-4,396 Reduced 43.14%	5,793 $217,000
Q4 2021 Jan 25, 2022	SELL	$37.54 - $40.62 $1.91 Million - $2.07 Million	-50,945 Reduced 83.33%	10,189 $398,000
Q4 2021 Jan 13, 2022	BUY	$37.54 - $40.62 $1.91 Million - $2.07 Million	50,945 Added 500.0%	61,134 $2.39 Million
Q3 2021 Oct 15, 2021	SELL	$35.11 - $39.0 $6,284 - $6,981	-179 Reduced 1.73%	10,189 $382,000
Q2 2021 Jul 27, 2021	BUY	$34.47 - $38.47 $103,685 - $115,717	3,008 Added 40.87%	10,368 $381,000
Q1 2021 Apr 23, 2021	BUY	$28.95 - $34.77 $213,072 - $255,907	7,360 New	7,360 $260,000

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

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 Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.

Account

Blue Sky Wealth Advisors, LLC Financial Sector Spdr Transaction History