Winthrop Advisory Group LLC Financial Sector Spdr Transaction History

Winthrop Advisory Group LLC

$912 Million
Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 5,628 shares of XLF stock, worth $282,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,628

Previous 5,011 12.31%

Holding current value

$282,581

Previous $227,000 19.82%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$44.89 - $51.34 $27,697 - $31,676	617 Added 12.31%	5,628 $272,000
Q3 2024 Oct 31, 2024	SELL	$40.84 - $45.74 $7,596 - $8,507	-186 Reduced 3.58%	5,011 $227,000
Q2 2024 Jul 18, 2024	BUY	$39.59 - $42.49 $1,504 - $1,614	38 Added 0.74%	5,197 $213,000
Q1 2024 Apr 17, 2024	BUY	$37.27 - $42.12 $192,275 - $217,297	5,159 New	5,159 $217,000
Q2 2023 Aug 02, 2023	BUY	$31.55 - $33.71 $193,086 - $206,305	6,120 New	6,120 $206,000
Q4 2022 Aug 03, 2023	SELL	$30.29 - $36.31 $1,484 - $1,779	-49 Reduced 0.8%	6,071 $207,000
Q4 2022 Jan 18, 2023	SELL	$30.29 - $36.31 $24,262 - $29,084	-801 Reduced 11.66%	6,071 $208,000
Q3 2022 Nov 04, 2022	BUY	$30.36 - $35.81 $2,519 - $2,972	83 Added 1.22%	6,872 $209,000
Q2 2022 Jul 21, 2022	BUY	$30.84 - $38.22 $209,372 - $259,475	6,789 New	6,789 $214,000
Q1 2022 Apr 13, 2022	SELL	$35.66 - $41.42 $185,360 - $215,301	-5,198 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$37.54 - $40.62 $195,132 - $211,142	5,198 New	5,198 $203,000

Others Institutions Holding XLF

# of Institutions

2,039

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Industry ETFs

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Winthrop Advisory Group LLC Financial Sector Spdr Transaction History