Lionsbridge Wealth Management LLC Financial Sector Spdr Transaction History

Lionsbridge Wealth Management LLC

  • $114 Million
  • Q3 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 79,519 shares of XLF stock, worth $3.97 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
79,519
Previous 63,314 25.59%
Holding current value
$3.97 Million
Previous $2.6 Million 38.47%
% of portfolio
3.17%
Previous 2.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$40.84 - $45.74 $661,812 - $741,216
16,205 Added 25.59%
79,519 $3.6 Million
Q2 2024

Jul 15, 2024
SELL
$39.59 - $42.49 $22,645 - $24,304
-572 Reduced 0.9%
63,314 $2.6 Million
Q1 2024

May 02, 2024
SELL
$37.27 - $42.12 $1.14 Million - $1.28 Million
-30,484 Reduced 32.3%
63,886 $2.69 Million
Q4 2023

Jan 12, 2024
BUY
$31.45 - $37.72 $961,741 - $1.15 Million
30,580 Added 47.94%
94,370 $3.55 Million
Q3 2023

Oct 17, 2023
BUY
$33.17 - $35.6 $22,257 - $23,887
671 Added 1.06%
63,790 $2.12 Million
Q2 2023

Jul 31, 2023
SELL
$31.55 - $33.71 $93,261 - $99,646
-2,956 Reduced 4.47%
63,119 $2.13 Million
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $19,858 - $23,717
-641 Reduced 0.96%
66,075 $2.12 Million
Q4 2022

Feb 06, 2023
BUY
$30.29 - $36.31 $922,239 - $1.11 Million
30,447 Added 83.95%
66,716 $2.28 Million
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $74,715 - $88,128
-2,461 Reduced 6.35%
36,269 $1.1 Million
Q2 2022

Nov 17, 2022
SELL
$30.84 - $38.22 $3,084 - $3,822
-100 Reduced 0.28%
36,169 $1.14 Million
Q1 2022

May 16, 2022
SELL
$35.66 - $41.42 $44,289 - $51,443
-1,242 Reduced 3.11%
38,730 $1.48 Million
Q4 2021

Feb 08, 2022
SELL
$37.54 - $40.62 $47,750 - $51,668
-1,272 Reduced 3.08%
39,972 $1.56 Million
Q3 2021

Oct 26, 2021
SELL
$35.11 - $39.0 $7,127 - $7,917
-203 Reduced 0.49%
41,244 $1.55 Million
Q2 2021

Jul 29, 2021
SELL
$34.47 - $38.47 $34,504 - $38,508
-1,001 Reduced 2.36%
41,447 $1.52 Million
Q1 2021

May 04, 2021
BUY
$28.95 - $34.77 $1.23 Million - $1.48 Million
42,448 New
42,448 $1.45 Million

Others Institutions Holding XLF

# of Institutions
1,837
Shares Held
695M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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