Hcr Wealth Advisors Financial Sector Spdr Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 8,727 shares of XLF stock, worth $443,767. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,727

Previous 5,647 54.54%

Holding current value

$443,767

Previous $255,000 65.1%

% of portfolio

0.05%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $138,261 - $158,127	3,080 Added 54.54%	8,727 $421,000
Q3 2024 Oct 10, 2024	SELL	$40.84 - $45.74 $8,903 - $9,971	-218 Reduced 3.72%	5,647 $255,000
Q2 2024 Aug 06, 2024	BUY	$39.59 - $42.49 $33,730 - $36,201	852 Added 17.0%	5,865 $241,000
Q1 2024 May 10, 2024	BUY	$37.27 - $42.12 $186,834 - $211,147	5,013 New	5,013 $211,000
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $212,271 - $263,068	-6,883 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$35.66 - $41.42 $534 - $621	15 Added 0.22%	6,883 $264,000
Q4 2021 Feb 04, 2022	BUY	$37.54 - $40.62 $7,695 - $8,327	205 Added 3.08%	6,868 $268,000
Q2 2021 Jul 21, 2021	BUY	$34.47 - $38.47 $229,673 - $256,325	6,663 New	6,663 $244,000
Q1 2021 May 13, 2021	SELL	$28.95 - $34.77 $80,973 - $97,251	-2,797 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $3,541 - $4,422	150 Added 5.67%	2,797 $82,000
Q3 2020 Nov 05, 2020	SELL	$22.68 - $25.49 $3,855 - $4,333	-170 Reduced 6.03%	2,647 $64,000
Q2 2020 Jul 30, 2020	SELL	$19.55 - $26.74 $14,662 - $20,055	-750 Reduced 21.03%	2,817 $65,000
Q1 2020 May 08, 2020	SELL	$17.66 - $31.17 $102,092 - $180,193	-5,781 Reduced 61.84%	3,567 $74,000
Q4 2019 Feb 07, 2020	BUY	$26.78 - $30.94 $20,593 - $23,792	769 Added 8.96%	9,348 $288,000
Q3 2019 Nov 07, 2019	SELL	$27.86 - $28.52 $74,358 - $76,119	-2,669 Reduced 23.73%	8,579 $240,000
Q1 2019 May 10, 2019	SELL	N/A	-18,906 Reduced 62.7%	11,248 $289,000
Q4 2018 Jan 31, 2019	SELL	N/A	-1,843 Reduced 5.76%	30,154 $718,000
Q3 2018 Nov 09, 2018	SELL	N/A	-1,491 Reduced 4.45%	31,997 $831,000
Q2 2018 Aug 14, 2018	SELL	N/A	-645 Reduced 1.89%	33,488 $893,000
Q1 2018 May 15, 2018	BUY	N/A	3,509 Added 11.46%	34,133 $941,000
Q4 2017 Feb 13, 2018	SELL	N/A	-674 Reduced 2.15%	30,624 $855,000
Q3 2017 Nov 13, 2017	BUY	N/A	3,922 Added 14.33%	31,298 $809,000
Q2 2017 Aug 16, 2017	BUY	N/A	27,376	27,376 $675,000

Others Institutions Holding XLF

# of Institutions

1,869

Shares Held

703M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Hcr Wealth Advisors Financial Sector Spdr Transaction History