A detailed history of Youngs Advisory Group, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 9,454 shares of XLF stock, worth $495,862. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,454
Previous 9,559 1.1%
Holding current value
$495,862
Previous $500,000 1.8%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 22, 2025

SELL
$51.37 - $54.25 $5,393 - $5,696
-105 Reduced 1.1%
9,454 $509,000
Q2 2025

Jul 16, 2025

BUY
$43.92 - $52.37 $25,912 - $30,898
590 Added 6.58%
9,559 $500,000
Q1 2025

May 09, 2025

BUY
$47.32 - $52.19 $40,222 - $44,361
850 Added 10.47%
8,969 $446,000
Q4 2024

Feb 13, 2025

BUY
$44.89 - $51.34 $65,763 - $75,213
1,465 Added 22.02%
8,119 $392,000
Q3 2024

Nov 07, 2024

BUY
$40.84 - $45.74 $271,749 - $304,353
6,654 New
6,654 $301,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Youngs Advisory Group, Inc. Portfolio

Follow Youngs Advisory Group, Inc. 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 Youngs Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Youngs Advisory Group, Inc. with notifications on news.