Sax Wealth Advisors, LLC Financial Sector Spdr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,406 shares of XLF stock, worth $858,639. This represents 0.07% of its overall portfolio holdings.

Number of Shares

18,406

Previous 21,743 15.35%

Holding current value

$858,639

Previous $985,000 9.75%

% of portfolio

0.07%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$44.89 - $51.34 $149,797 - $171,321	-3,337 Reduced 15.35%	18,406 $889,000
Q3 2024 Oct 17, 2024	BUY	$40.84 - $45.74 $33,407 - $37,415	818 Added 3.91%	21,743 $985,000
Q2 2024 Jul 12, 2024	BUY	$39.59 - $42.49 $20,863 - $22,392	527 Added 2.58%	20,925 $860,000
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $3,130 - $3,538	84 Added 0.41%	20,398 $859,000
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $19,970 - $23,952	-635 Reduced 3.03%	20,314 $763,000
Q3 2023 Nov 07, 2023	BUY	$33.17 - $35.6 $10,448 - $11,214	315 Added 1.53%	20,949 $694,000
Q2 2023 Aug 10, 2023	SELL	$31.55 - $33.71 $15,775 - $16,855	-500 Reduced 2.37%	20,634 $695,000
Q1 2023 May 05, 2023	BUY	$30.98 - $37.0 $211,593 - $252,710	6,830 Added 47.75%	21,134 $679,000
Q4 2022 Feb 06, 2023	SELL	$30.29 - $36.31 $96,715 - $115,937	-3,193 Reduced 18.25%	14,304 $489,000
Q2 2022 Aug 11, 2022	SELL	$30.84 - $38.22 $30,840 - $38,220	-1,000 Reduced 5.41%	17,497 $550,000
Q1 2022 Aug 11, 2022	SELL	$35.66 - $41.42 $411,872 - $478,401	-11,550 Reduced 38.44%	18,497 $709,000
Q1 2022 Apr 20, 2022	SELL	$35.66 - $41.42 $11,411 - $13,254	-320 Reduced 1.05%	30,047 $1.15 Million
Q3 2021 Dec 10, 2021	BUY	$35.11 - $39.0 $38,621 - $42,900	1,100 Added 3.76%	30,367 $1.14 Million
Q2 2021 Aug 12, 2021	BUY	$34.47 - $38.47 $34,470 - $38,470	1,000 Added 3.54%	29,267 $1.07 Million
Q1 2021 May 14, 2021	BUY	$28.95 - $34.77 $818,329 - $982,843	28,267 New	28,267 $962,000

Others Institutions Holding XLF

# of Institutions

2,061

Shares Held

762M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Sax Wealth Advisors, LLC Financial Sector Spdr Transaction History