A detailed history of Sage View Advisory Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 6,203 shares of XLF stock, worth $303,884. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,203
Previous 8,120 23.61%
Holding current value
$303,884
Previous $334 Million 15.78%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$40.84 - $45.74 $78,290 - $87,683
-1,917 Reduced 23.61%
6,203 $281 Million
Q2 2024

Aug 14, 2024

BUY
$39.59 - $42.49 $321,470 - $345,018
8,120 New
8,120 $334 Million
Q4 2023

Feb 09, 2024

SELL
$31.45 - $37.72 $1.65 Million - $1.98 Million
-52,395 Reduced 68.11%
24,530 $963 Million
Q3 2023

Nov 02, 2023

BUY
$33.17 - $35.6 $207,080 - $222,250
6,243 Added 8.83%
76,925 $2.55 Billion
Q2 2023

Aug 11, 2023

BUY
$31.55 - $33.71 $1.01 Million - $1.07 Million
31,874 Added 82.13%
70,682 $2.38 Billion
Q1 2023

May 01, 2023

BUY
$30.98 - $37.0 $553,953 - $661,597
17,881 Added 85.44%
38,808 $1.25 Billion
Q4 2022

Feb 14, 2023

BUY
$30.29 - $36.31 $633,878 - $759,859
20,927 New
20,927 $716 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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