Guardian Wealth Advisors, LLC Financial Sector Spdr Transaction History

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 589 shares of XLF stock, worth $28,713. This represents 0.0% of its overall portfolio holdings.

Number of Shares

589

Previous 587 0.34%

Holding current value

$28,713

Previous $24,000 8.33%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $81 - $91	2 Added 0.34%	589 $26,000
Q2 2024 Aug 14, 2024	SELL	$39.59 - $42.49 $90,581 - $97,217	-2,288 Reduced 79.58%	587 $24,000
Q1 2024 May 15, 2024	SELL	$37.27 - $42.12 $84,863 - $95,907	-2,277 Reduced 44.2%	2,875 $121,000
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $55,194 - $66,198	-1,755 Reduced 25.41%	5,152 $193,000
Q3 2023 Nov 14, 2023	BUY	$33.17 - $35.6 $530 - $569	16 Added 0.23%	6,907 $229,000
Q2 2023 Aug 14, 2023	SELL	$31.55 - $33.71 $536 - $573	-17 Reduced 0.25%	6,891 $232,000
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $402 - $481	13 Added 0.19%	6,908 $222,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $3,725 - $4,466	123 Added 1.82%	6,895 $235,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $19,066 - $22,488	-628 Reduced 8.49%	6,772 $206,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $26,183 - $32,448	-849 Reduced 10.29%	7,400 $233,000
Q4 2021 May 16, 2022	BUY	$37.54 - $40.62 $14,152 - $15,313	377 Added 4.79%	8,249 $322,000
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $295,514 - $319,760	7,872 New	7,872 $307,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

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

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Financial Sector Spdr Transaction History