Sowell Financial Services LLC Financial Sector Spdr Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sowell Financial Services LLC holds 115,134 shares of XLF stock, worth $5.92 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

115,134

Previous 112,351 2.48%

Holding current value

$5.92 Million

Previous $5.09 Million 9.29%

% of portfolio

0.3%

Previous 0.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $124,928 - $142,879	2,783 Added 2.48%	115,134 $5.56 Million
Q3 2024 Oct 04, 2024	BUY	$40.84 - $45.74 $270,401 - $302,844	6,621 Added 6.26%	112,351 $5.09 Million
Q2 2024 Aug 13, 2024	BUY	$39.59 - $42.49 $617,643 - $662,886	15,601 Added 17.31%	105,730 $4.35 Million
Q1 2024 May 03, 2024	SELL	$37.27 - $42.12 $590,431 - $667,265	-15,842 Reduced 14.95%	90,129 $3.8 Million
Q4 2023 Jan 24, 2024	BUY	$31.45 - $37.72 $1.23 Million - $1.48 Million	39,264 Added 58.86%	105,971 $3.98 Million
Q3 2023 Nov 08, 2023	BUY	$33.17 - $35.6 $48,361 - $51,904	1,458 Added 2.23%	66,707 $2.21 Million
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $321,589 - $343,606	10,193 Added 18.51%	65,249 $2.2 Million
Q1 2023 May 12, 2023	SELL	$30.98 - $37.0 $1.02 Million - $1.22 Million	-32,940 Reduced 37.43%	55,056 $1.77 Million
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $308,321 - $369,599	10,179 Added 13.08%	87,996 $3.01 Million
Q3 2022 Nov 15, 2022	BUY	$30.36 - $35.81 $2.36 Million - $2.79 Million	77,817 New	77,817 $2.36 Million
Q1 2022 May 13, 2022	SELL	$35.66 - $41.42 $2.35 Million - $2.73 Million	-65,994 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$37.54 - $40.62 $965,078 - $1.04 Million	25,708 Added 63.81%	65,994 $2.58 Million
Q3 2021 Nov 04, 2021	SELL	$35.11 - $39.0 $67,305 - $74,763	-1,917 Reduced 4.54%	40,286 $1.51 Million
Q2 2021 Aug 05, 2021	SELL	$34.47 - $38.47 $1.29 Million - $1.44 Million	-37,328 Reduced 46.94%	42,203 $1.55 Million
Q1 2021 May 07, 2021	BUY	$28.95 - $34.77 $206,355 - $247,840	7,128 Added 9.84%	79,531 $2.99 Million
Q4 2020 Jan 13, 2021	SELL	$23.61 - $29.48 $354,929 - $443,172	-15,033 Reduced 17.19%	72,403 $2.13 Million
Q3 2020 Nov 12, 2020	BUY	$22.68 - $25.49 $623,972 - $701,280	27,512 Added 45.91%	87,436 $2.11 Million
Q2 2020 Aug 13, 2020	SELL	$19.55 - $26.74 $168,364 - $230,284	-8,612 Reduced 12.57%	59,924 $1.39 Million
Q1 2020 May 12, 2020	SELL	$17.66 - $31.17 $697,411 - $1.23 Million	-39,491 Reduced 36.56%	68,536 $1.43 Million
Q4 2019 Feb 07, 2020	BUY	$26.78 - $30.94 $888,560 - $1.03 Million	33,180 Added 44.33%	108,027 $0
Q3 2019 Nov 14, 2019	BUY	$27.86 - $28.52 $18,582 - $19,022	667 Added 0.9%	74,847 $2.1 Million
Q1 2019 May 15, 2019	SELL	N/A	-8,979 Reduced 10.8%	74,180 $0
Q4 2018 Mar 05, 2019	BUY	N/A	83,159 New	83,159 $1.98 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-25,103 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-49,833 Reduced 66.5%	25,103 $695,000
Q1 2018 May 10, 2018	SELL	N/A	-30,811 Reduced 29.14%	74,936 $2.04 Million
Q4 2017 Jan 29, 2018	SELL	N/A	-31,475 Reduced 22.94%	105,747 $3.1 Million
Q3 2017 Nov 07, 2017	BUY	N/A	137,222	137,222 $3.66 Million

Others Institutions Holding XLF

# of Institutions

2,034

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Financial Sector Spdr Transaction History