Financial Advocates Investment Management Financial Sector Spdr Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Financial Advocates Investment Management holds 72,746 shares of XLF stock, worth $3.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

72,746

Previous 55,766 30.45%

Holding current value

$3.7 Million

Previous $2.53 Million 39.1%

% of portfolio

0.21%

Previous 0.14%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$44.89 - $51.34 $762,232 - $871,753	16,980 Added 30.45%	72,746 $3.52 Million
Q3 2024 Oct 25, 2024	BUY	$40.84 - $45.74 $1.05 Million - $1.18 Million	25,792 Added 86.05%	55,766 $2.53 Million
Q2 2024 Jul 26, 2024	SELL	$39.59 - $42.49 $3.23 Million - $3.46 Million	-81,523 Reduced 73.12%	29,974 $1.23 Million
Q1 2024 May 01, 2024	BUY	$37.27 - $42.12 $1.73 Million - $1.95 Million	46,315 Added 71.05%	111,497 $4.7 Million
Q4 2023 Feb 08, 2024	SELL	$31.45 - $37.72 $232,824 - $279,241	-7,403 Reduced 10.2%	65,182 $2.45 Million
Q3 2023 Oct 27, 2023	BUY	$33.17 - $35.6 $488,262 - $524,032	14,720 Added 25.44%	72,585 $2.41 Million
Q2 2023 Aug 07, 2023	BUY	$31.55 - $33.71 $117,113 - $125,131	3,712 Added 6.85%	57,865 $1.95 Million
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $23,080 - $27,565	745 Added 1.39%	54,153 $1.74 Million
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $57,066 - $68,408	1,884 Added 3.66%	53,408 $1.83 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $104,499 - $123,258	-3,442 Reduced 6.26%	51,524 $1.57 Million
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $32,844 - $40,704	-1,065 Reduced 1.9%	54,966 $1.73 Million
Q1 2022 May 11, 2022	SELL	$35.66 - $41.42 $824,209 - $957,340	-23,113 Reduced 29.2%	56,031 $2.15 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $366,578 - $396,654	9,765 Added 14.07%	79,144 $3.09 Million
Q3 2021 Nov 04, 2021	BUY	$35.11 - $39.0 $466,225 - $517,881	13,279 Added 23.67%	69,379 $2.6 Million
Q2 2021 Aug 03, 2021	BUY	$34.47 - $38.47 $95,654 - $106,754	2,775 Added 5.2%	56,100 $2.06 Million
Q1 2021 May 10, 2021	SELL	$28.95 - $34.77 $180,763 - $217,103	-6,244 Reduced 10.48%	53,325 $1.82 Million
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $590,769 - $737,648	25,022 Added 72.43%	59,569 $4.8 Million
Q3 2020 Nov 04, 2020	SELL	$22.68 - $25.49 $512,159 - $575,615	-22,582 Reduced 39.53%	34,547 $831,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $305,859 - $418,347	15,645 Added 37.71%	57,129 $2.2 Million
Q1 2020 Apr 29, 2020	SELL	$17.66 - $31.17 $861,401 - $1.52 Million	-48,777 Reduced 54.04%	41,484 $864,000
Q4 2019 Feb 13, 2020	BUY	$26.78 - $30.94 $1.39 Million - $1.6 Million	51,775 Added 134.53%	90,261 $2.78 Million
Q3 2019 Nov 13, 2019	SELL	$27.86 - $28.52 $119,491 - $122,322	-4,289 Reduced 10.03%	38,486 $1.08 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-4,216 Reduced 8.97%	42,775 $1.18 Million
Q1 2019 May 16, 2019	SELL	N/A	-35,424 Reduced 42.98%	46,991 $1.21 Million
Q4 2018 May 09, 2019	BUY	N/A	70,218 Added 575.7%	82,415 $1.96 Million
Q4 2018 Mar 04, 2019	SELL	N/A	-70,218 Reduced 85.2%	12,197 $291,000
Q4 2018 Feb 14, 2019	BUY	N/A	12,914 Added 18.58%	82,415 $0
Q3 2018 Nov 14, 2018	BUY	N/A	5,026 Added 7.8%	69,501 $0
Q2 2018 Aug 09, 2018	BUY	N/A	7,931 Added 14.03%	64,475 $1.72 Million
Q1 2018 May 11, 2018	BUY	N/A	10,409 Added 22.56%	56,544 $1.56 Million
Q4 2017 Feb 15, 2018	BUY	N/A	46,135	46,135 $1.29 Million

Others Institutions Holding XLF

# of Institutions

2,035

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Financial Advocates Investment Management Financial Sector Spdr Transaction History