Lodestone Wealth Management LLC Financial Sector Spdr Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 9,998 shares of XLF stock, worth $507,198. This represents 0.23% of its overall portfolio holdings.

Number of Shares

9,998

Previous 10,143 1.43%

Holding current value

$507,198

Previous $417 Million 8.66%

% of portfolio

0.23%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$40.84 - $45.74 $5,921 - $6,632	-145 Reduced 1.43%	9,998 $453 Million
Q2 2024 Jul 16, 2024	SELL	$39.59 - $42.49 $7,324 - $7,860	-185 Reduced 1.79%	10,143 $417 Million
Q1 2024 Apr 30, 2024	SELL	$37.27 - $42.12 $4,360 - $4,928	-117 Reduced 1.12%	10,328 $435 Million
Q4 2023 Jan 24, 2024	SELL	$31.45 - $37.72 $125 - $150	-4 Reduced 0.04%	10,445 $393 Million
Q3 2023 Oct 20, 2023	SELL	$33.17 - $35.6 $32,042 - $34,389	-966 Reduced 8.46%	10,449 $347 Million
Q2 2023 Jul 25, 2023	BUY	$31.55 - $33.71 $16,721 - $17,866	530 Added 4.87%	11,415 $385 Million
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $464 - $555	15 Added 0.14%	10,885 $350 Million
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $329,252 - $394,689	10,870 New	10,870 $372 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

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Lodestone Wealth Management LLC Financial Sector Spdr Transaction History