Ropes Wealth Advisors LLC Financial Sector Spdr Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 13,281 shares of XLF stock, worth $688,221. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,281
Previous 13,329 0.36%
Holding current value
$688,221
Previous $449,000 2.0%
% of portfolio
0.09%
Previous 0.08%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$33.17 - $35.6 $1,592 - $1,708
-48 Reduced 0.36%
13,281 $440,000
Q2 2023

Aug 07, 2023
SELL
$31.55 - $33.71 $1,545 - $1,651
-49 Reduced 0.37%
13,329 $449,000
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $118,343 - $141,340
-3,820 Reduced 22.21%
13,378 $430,000
Q4 2022

Feb 06, 2023
BUY
$30.29 - $36.31 $146,452 - $175,558
4,835 Added 39.11%
17,198 $588,000
Q1 2022

May 04, 2022
BUY
$35.66 - $41.42 $6,704 - $7,786
188 Added 1.54%
12,363 $0
Q3 2021

Nov 05, 2021
SELL
$35.11 - $39.0 $44,063 - $48,945
-1,255 Reduced 9.34%
12,175 $457,000
Q2 2021

Aug 04, 2021
BUY
$34.47 - $38.47 $43,259 - $48,279
1,255 Added 10.31%
13,430 $493,000
Q1 2021

May 12, 2021
SELL
$28.95 - $34.77 $216,198 - $259,662
-7,468 Reduced 38.02%
12,175 $451,000
Q4 2020

Feb 05, 2021
BUY
$23.61 - $29.48 $224,483 - $280,295
9,508 Added 93.81%
19,643 $579,000
Q1 2020

Apr 24, 2020
SELL
$17.66 - $31.17 $93,527 - $165,076
-5,296 Reduced 34.32%
10,135 $211,000
Q4 2019

Feb 05, 2020
BUY
$26.78 - $30.94 $123,054 - $142,169
4,595 Added 42.4%
15,431 $475,000
Q3 2019

Nov 05, 2019
SELL
$27.86 - $28.52 $3,259 - $3,336
-117 Reduced 1.07%
10,836 $303,000
Q2 2019

Jul 31, 2019
BUY
N/A
818 Added 8.07%
10,953 $302,000
Q4 2018

Feb 08, 2019
SELL
N/A
-1,100 Reduced 9.79%
10,135 $241,000
Q3 2018

Oct 30, 2018
SELL
N/A
-1,814 Reduced 13.9%
11,235 $310,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,784 Reduced 12.03%
13,049 $347,000
Q1 2018

Apr 30, 2018
BUY
N/A
1,784 Added 13.67%
14,833 $409,000
Q4 2017

Feb 13, 2018
BUY
N/A
2,885 Added 28.38%
13,049 $364,000
Q3 2017

Nov 09, 2017
BUY
N/A
10,164
10,164 $263,000

Others Institutions Holding XLF

# of Institutions
1,939
Shares Held
729M
Call Options Held
160M
Put Options Held
321M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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