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 587 shares of XLF stock, worth $27,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
587
Previous 2,875 79.58%
Holding current value
$27,542
Previous $121,000 80.17%
% of portfolio
0.0%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.