Sax Wealth Advisors, LLC Financial Sector Spdr Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

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 19,285 shares of XLF stock, worth $1.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,285
Previous 19,988 3.52%
Holding current value
$1.01 Million
Previous $1.05 Million 0.76%
% of portfolio
0.06%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$51.37 - $54.25 $36,113 - $38,137
-703 Reduced 3.52%
19,285 $1.04 Million
Q2 2025

Jul 23, 2025
BUY
$43.92 - $52.37 $68,295 - $81,435
1,555 Added 8.44%
19,988 $1.05 Million
Q1 2025

May 14, 2025
BUY
$47.32 - $52.19 $1,277 - $1,409
27 Added 0.15%
18,433 $918,000
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
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email