Sound View Wealth Advisors Group, LLC Financial Sector Spdr Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,829 shares of XLF stock, worth $512,877. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,829

Previous 9,081 8.24%

Holding current value

$512,877

Previous $411,000 15.57%

% of portfolio

0.04%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $33,577 - $38,402	748 Added 8.24%	9,829 $475,000
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $50,396 - $56,443	1,234 Added 15.73%	9,081 $411,000
Q2 2024 Aug 05, 2024	BUY	$39.59 - $42.49 $6,255 - $6,713	158 Added 2.05%	7,847 $322,000
Q4 2023 Feb 08, 2024	SELL	$31.45 - $37.72 $13,334 - $15,993	-424 Reduced 5.23%	7,689 $289,000
Q3 2023 Nov 07, 2023	SELL	$33.17 - $35.6 $48,096 - $51,620	-1,450 Reduced 15.16%	8,113 $269,000
Q2 2023 Aug 08, 2023	SELL	$31.55 - $33.71 $15,270 - $16,315	-484 Reduced 4.82%	9,563 $322,000
Q1 2023 May 12, 2023	BUY	$30.98 - $37.0 $73,391 - $87,653	2,369 Added 30.85%	10,047 $323,000
Q2 2022 Aug 05, 2022	SELL	$30.84 - $38.22 $15,420 - $19,110	-500 Reduced 6.11%	7,678 $241,000
Q1 2022 May 11, 2022	BUY	$35.66 - $41.42 $72,960 - $84,745	2,046 Added 33.37%	8,178 $313,000
Q4 2021 Jan 20, 2022	SELL	$37.54 - $40.62 $300 - $324	-8 Reduced 0.13%	6,132 $239,000
Q3 2021 Oct 21, 2021	BUY	$35.11 - $39.0 $215,575 - $239,460	6,140 New	6,140 $230,000

Others Institutions Holding XLF

# of Institutions

2,036

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC Financial Sector Spdr Transaction History