Modern Wealth Management, LLC Financial Sector Spdr Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,051 shares of XLF stock, worth $1.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,051

Previous 18,781 6.76%

Holding current value

$1.04 Million

Previous $935,000 12.3%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$43.92 - $52.37 $55,778 - $66,509	1,270 Added 6.76%	20,051 $1.05 Million
Q1 2025 May 30, 2025	BUY	$47.32 - $52.19 $236 - $260	5 Added 0.03%	18,781 $935,000
Q1 2025 May 15, 2025	BUY	$47.32 - $52.19 $16,136 - $17,796	341 Added 1.85%	18,776 $935 Million
Q4 2024 May 30, 2025	SELL	$44.89 - $51.34 $15,531 - $17,763	-346 Reduced 1.84%	18,430 $890,000
Q4 2024 May 29, 2025	SELL	$44.89 - $51.34 $15,531 - $17,763	-346 Reduced 1.84%	18,430 $890,000
Q4 2024 Feb 11, 2025	BUY	$44.89 - $51.34 $827,547 - $946,452	18,435 New	18,435 $948 Million

Others Institutions Holding XLF

# of Institutions

2,160

Shares Held

759M

Call Options Held

155M

Put Options Held

261M

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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

Modern Wealth Management, LLC Financial Sector Spdr Transaction History