Goelzer Investment Management, Inc. Financial Sector Spdr Transaction History

Goelzer Investment Management, Inc.

$1.71 Billion
Q4 2024

A detailed history of Goelzer Investment Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 15,462 shares of XLF stock, worth $760,885. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,462

Previous 13,694 12.91%

Holding current value

$760,885

Previous $620,000 20.48%

% of portfolio

0.04%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.89 - $51.34 $79,365 - $90,769	1,768 Added 12.91%	15,462 $747,000
Q3 2024 Oct 04, 2024	SELL	$40.84 - $45.74 $5,064 - $5,671	-124 Reduced 0.9%	13,694 $620,000
Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $21,576 - $23,157	-545 Reduced 3.79%	13,818 $568,000
Q1 2024 May 01, 2024	SELL	$37.27 - $42.12 $113,859 - $128,676	-3,055 Reduced 17.54%	14,363 $604,000
Q4 2023 Feb 07, 2024	SELL	$31.45 - $37.72 $1,320 - $1,584	-42 Reduced 0.24%	17,418 $654,000
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $24,147 - $25,916	-728 Reduced 4.0%	17,460 $579,000
Q2 2023 Jul 26, 2023	SELL	$31.55 - $33.71 $5,552 - $5,932	-176 Reduced 0.96%	18,188 $613,000
Q1 2023 Apr 27, 2023	BUY	$30.98 - $37.0 $28,160 - $33,633	909 Added 5.21%	18,364 $590,000
Q4 2022 Jan 20, 2023	SELL	$30.29 - $36.31 $16,417 - $19,680	-542 Reduced 3.01%	17,455 $0
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $6,436 - $7,591	212 Added 1.19%	17,997 $546,000
Q2 2022 Aug 01, 2022	BUY	$30.84 - $38.22 $14,309 - $17,734	464 Added 2.68%	17,785 $559,000
Q1 2022 May 10, 2022	SELL	$35.66 - $41.42 $26,816 - $31,147	-752 Reduced 4.16%	17,321 $664,000
Q4 2021 Feb 11, 2022	SELL	$37.54 - $40.62 $15,541 - $16,816	-414 Reduced 2.24%	18,073 $706,000
Q3 2021 Oct 29, 2021	BUY	$35.11 - $39.0 $4,353 - $4,836	124 Added 0.68%	18,487 $694,000
Q2 2021 Aug 12, 2021	SELL	$34.47 - $38.47 $8,927 - $9,963	-259 Reduced 1.39%	18,363 $674,000
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $10,422 - $12,517	360 Added 1.97%	18,622 $634,000
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $64,927 - $81,070	2,750 Added 17.73%	18,262 $538,000
Q3 2020 Oct 27, 2020	SELL	$22.68 - $25.49 $5,942 - $6,678	-262 Reduced 1.66%	15,512 $373,000
Q2 2020 Aug 12, 2020	SELL	$19.55 - $26.74 $96,752 - $132,336	-4,949 Reduced 23.88%	15,774 $365,000
Q1 2020 May 07, 2020	SELL	$17.66 - $31.17 $59,726 - $105,416	-3,382 Reduced 14.03%	20,723 $431,000
Q4 2019 Feb 07, 2020	SELL	$26.78 - $30.94 $8,542 - $9,869	-319 Reduced 1.31%	24,105 $742,000
Q3 2019 Nov 06, 2019	SELL	$27.86 - $28.52 $19,557 - $20,021	-702 Reduced 2.79%	24,424 $684,000
Q2 2019 Jul 29, 2019	BUY	N/A	793 Added 3.26%	25,126 $693,000
Q1 2019 May 03, 2019	BUY	N/A	28 Added 0.12%	24,333 $626,000
Q4 2018 Jan 28, 2019	BUY	N/A	2,097 Added 9.44%	24,305 $579,000
Q3 2018 Nov 13, 2018	SELL	N/A	-288 Reduced 1.28%	22,208 $612,000
Q2 2018 Aug 14, 2018	SELL	N/A	-2,301 Reduced 9.28%	22,496 $598,000
Q1 2018 May 07, 2018	SELL	N/A	-1,285 Reduced 4.93%	24,797 $684,000
Q4 2017 Feb 06, 2018	SELL	N/A	-552 Reduced 2.07%	26,082 $728,000
Q3 2017 Oct 31, 2017	BUY	N/A	26,634	26,634 $689,000

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
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Goelzer Investment Management, Inc. Financial Sector Spdr Transaction History