Laurel Wealth Advisors LLC Financial Sector Spdr Transaction History

Laurel Wealth Advisors LLC

$626 Million
Q4 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 97,987 shares of XLF stock, worth $5.04 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

97,987

Previous 97,726 0.27%

Holding current value

$5.04 Million

Previous $4.43 Million 6.93%

% of portfolio

0.76%

Previous 0.72%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $11,716 - $13,399	261 Added 0.27%	97,987 $4.74 Million
Q3 2024 Nov 05, 2024	SELL	$40.84 - $45.74 $55,297 - $61,931	-1,354 Reduced 1.37%	97,726 $4.43 Million
Q2 2024 Jul 31, 2024	SELL	$39.59 - $42.49 $87,731 - $94,157	-2,216 Reduced 2.19%	99,080 $4.07 Million
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $47,556 - $53,745	1,276 Added 1.28%	101,296 $4.27 Million
Q4 2023 Feb 13, 2024	SELL	$31.45 - $37.72 $14,215 - $17,049	-452 Reduced 0.45%	100,020 $3.76 Million
Q3 2023 Nov 14, 2023	SELL	$33.17 - $35.6 $318,432 - $341,760	-9,600 Reduced 8.72%	100,472 $3.33 Million
Q2 2023 Aug 14, 2023	SELL	$31.55 - $33.71 $9,496 - $10,146	-301 Reduced 0.27%	110,072 $3.71 Million
Q1 2023 May 08, 2023	BUY	$30.98 - $37.0 $287,370 - $343,212	9,276 Added 9.18%	110,373 $3.55 Million
Q4 2022 Feb 07, 2023	BUY	$30.29 - $36.31 $271,095 - $324,974	8,950 Added 9.71%	101,097 $3.46 Million
Q3 2022 Nov 15, 2022	BUY	$30.36 - $35.81 $89,288 - $105,317	2,941 Added 3.3%	92,147 $2.8 Million
Q2 2022 Aug 12, 2022	BUY	$30.84 - $38.22 $292,702 - $362,746	9,491 Added 11.91%	89,206 $2.81 Million
Q1 2022 May 02, 2022	SELL	$35.66 - $41.42 $107,122 - $124,425	-3,004 Reduced 3.63%	79,715 $3.06 Million
Q4 2021 Feb 01, 2022	BUY	$37.54 - $40.62 $86,379 - $93,466	2,301 Added 2.86%	82,719 $3.23 Million
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $23,348 - $25,935	665 Added 0.83%	80,418 $3.02 Million
Q2 2021 Aug 02, 2021	BUY	$34.47 - $38.47 $55,427 - $61,859	1,608 Added 2.06%	79,753 $2.93 Million
Q1 2021 May 04, 2021	SELL	$28.95 - $34.77 $35,463 - $42,593	-1,225 Reduced 1.54%	78,145 $2.66 Million
Q4 2020 Feb 04, 2021	SELL	$23.61 - $29.48 $507,119 - $633,200	-21,479 Reduced 21.3%	79,370 $2.34 Million
Q3 2020 Nov 10, 2020	SELL	$22.68 - $25.49 $386,988 - $434,935	-17,063 Reduced 14.47%	100,849 $2.43 Million
Q2 2020 Aug 06, 2020	SELL	$19.55 - $26.74 $179,019 - $244,858	-9,157 Reduced 7.21%	117,912 $2.73 Million
Q1 2020 Apr 30, 2020	SELL	$17.66 - $31.17 $122,701 - $216,569	-6,948 Reduced 5.18%	127,069 $2.65 Million
Q4 2019 Jan 31, 2020	SELL	$26.78 - $30.94 $32,778 - $37,870	-1,224 Reduced 0.91%	134,017 $4.13 Million
Q3 2019 Nov 13, 2019	SELL	$27.86 - $28.52 $19,446 - $19,906	-698 Reduced 0.51%	135,241 $3.79 Million
Q2 2019 Aug 07, 2019	BUY	N/A	1,845 Added 1.38%	135,939 $3.75 Million
Q1 2019 May 09, 2019	BUY	N/A	3,200 Added 2.44%	134,094 $3.45 Million
Q4 2018 Feb 08, 2019	BUY	N/A	130,894 New	130,894 $3.12 Million

Others Institutions Holding XLF

# of Institutions

1,900

Shares Held

710M

Call Options Held

160M

Put Options Held

323M

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

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Account

Laurel Wealth Advisors LLC Financial Sector Spdr Transaction History