Gradient Investments LLC Financial Sector Spdr Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

A detailed history of Gradient Investments LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Gradient Investments LLC holds 7,360 shares of XLF stock, worth $349,011. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,360

Previous 6,903 6.62%

Holding current value

$349,011

Previous $312,000 13.78%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.89 - $51.34 $20,514 - $23,462	457 Added 6.62%	7,360 $355,000
Q3 2024 Oct 15, 2024	SELL	$40.84 - $45.74 $30,507 - $34,167	-747 Reduced 9.76%	6,903 $312,000
Q2 2024 Jul 18, 2024	SELL	$39.59 - $42.49 $19,003 - $20,395	-480 Reduced 5.9%	7,650 $314,000
Q1 2024 Apr 23, 2024	BUY	$37.27 - $42.12 $15,765 - $17,816	423 Added 5.49%	8,130 $342,000
Q4 2023 Jan 18, 2024	BUY	$31.45 - $37.72 $3,365 - $4,036	107 Added 1.41%	7,707 $289,000
Q3 2023 Oct 27, 2023	BUY	$33.17 - $35.6 $9,287 - $9,968	280 Added 3.83%	7,600 $252,000
Q2 2023 Jul 11, 2023	BUY	$31.55 - $33.71 $105,503 - $112,726	3,344 Added 84.1%	7,320 $246,000
Q1 2023 Apr 17, 2023	BUY	$30.98 - $37.0 $103,968 - $124,172	3,356 Added 541.29%	3,976 $127,000
Q4 2022 Jan 10, 2023	BUY	$30.29 - $36.31 $1,060 - $1,270	35 Added 5.98%	620 $0
Q2 2022 Jul 11, 2022	SELL	$30.84 - $38.22 $7,062 - $8,752	-229 Reduced 28.13%	585 $18,000
Q1 2022 May 26, 2022	SELL	$35.66 - $41.42 $6,632 - $7,704	-186 Reduced 18.6%	814 $31,000
Q4 2021 Jan 12, 2022	BUY	$37.54 - $40.62 $1,839 - $1,990	49 Added 5.15%	1,000 $39,000
Q3 2021 Oct 18, 2021	SELL	$35.11 - $39.0 $5,863 - $6,513	-167 Reduced 14.94%	951 $36,000
Q2 2021 Jul 12, 2021	BUY	$34.47 - $38.47 $5,411 - $6,039	157 Added 16.34%	1,118 $41,000
Q1 2021 Apr 21, 2021	BUY	$28.95 - $34.77 $1,765 - $2,120	61 Added 6.78%	961 $33,000
Q2 2020 Jul 10, 2020	BUY	$19.55 - $26.74 $12,903 - $17,648	660 Added 275.0%	900 $21,000
Q1 2020 Apr 07, 2020	SELL	$17.66 - $31.17 $7,929 - $13,995	-449 Reduced 65.17%	240 $5,000
Q4 2019 Jan 15, 2020	SELL	$26.78 - $30.94 $35,724 - $41,273	-1,334 Reduced 65.94%	689 $21,000
Q3 2019 Oct 10, 2019	BUY	$27.86 - $28.52 $17,858 - $18,281	641 Added 46.38%	2,023 $57,000
Q2 2019 Jul 16, 2019	SELL	N/A	-192 Reduced 12.2%	1,382 $38,000
Q1 2019 Apr 11, 2019	SELL	N/A	-1,700 Reduced 51.92%	1,574 $40,000
Q4 2018 Jan 18, 2019	SELL	N/A	-1,953 Reduced 37.36%	3,274 $78,000
Q3 2018 Oct 11, 2018	BUY	N/A	2,140 Added 69.32%	5,227 $144,000
Q2 2018 Aug 09, 2018	BUY	N/A	917 Added 42.26%	3,087 $82,000
Q1 2018 Apr 11, 2018	SELL	N/A	-19,337 Reduced 89.91%	2,170 $60,000
Q4 2017 Feb 07, 2018	SELL	N/A	-6,824 Reduced 24.09%	21,507 $600,000
Q3 2017 Oct 16, 2017	BUY	N/A	28,331	28,331 $733,000

Others Institutions Holding XLF

# of Institutions

2,045

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Gradient Investments LLC Financial Sector Spdr Transaction History