Lm Advisors LLC Financial Sector Spdr Transaction History

Lm Advisors LLC

$572 Million
Q4 2024

A detailed history of Lm Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 31,836 shares of XLF stock, worth $1.65 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

31,836

Previous 28,095 13.32%

Holding current value

$1.65 Million

Previous $1.27 Million 20.9%

% of portfolio

0.27%

Previous 0.26%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$44.89 - $51.34 $167,933 - $192,062	3,741 Added 13.32%	31,836 $1.54 Million
Q3 2024 Nov 07, 2024	SELL	$40.84 - $45.74 $51,050 - $57,175	-1,250 Reduced 4.26%	28,095 $1.27 Million
Q2 2024 Aug 14, 2024	SELL	$39.59 - $42.49 $3.26 Million - $3.5 Million	-82,290 Reduced 73.71%	29,345 $1.21 Million
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $3.08 Million - $3.49 Million	82,740 Added 286.35%	111,635 $4.7 Million
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $908,747 - $1.09 Million	28,895 New	28,895 $1.09 Billion

About FINANCIAL SECTOR SPDR

Ticker XLF
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