9258 Wealth Management, LLC Financial Sector Spdr Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 27,203 shares of XLF stock, worth $1.34 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

27,203

Previous 18,709 45.4%

Holding current value

$1.34 Million

Previous $769,000 60.21%

% of portfolio

0.19%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$40.84 - $45.74 $346,894 - $388,515	8,494 Added 45.4%	27,203 $1.23 Million
Q2 2024 Aug 02, 2024	BUY	$39.59 - $42.49 $164,100 - $176,121	4,145 Added 28.46%	18,709 $769,000
Q1 2024 May 03, 2024	BUY	$37.27 - $42.12 $542,800 - $613,435	14,564 New	14,564 $613,000
Q2 2022 Aug 04, 2022	SELL	$30.84 - $38.22 $876,966 - $1.09 Million	-28,436 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $21,289 - $24,727	597 Added 2.14%	28,436 $1.09 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $62,466 - $67,591	1,664 Added 6.36%	27,839 $1.09 Million
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $46,590 - $51,753	1,327 Added 5.34%	26,175 $982,000
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $74,627 - $83,287	2,165 Added 9.54%	24,848 $912,000
Q1 2021 May 11, 2021	SELL	$28.95 - $34.77 $28,921 - $34,735	-999 Reduced 4.22%	22,683 $772,000
Q3 2020 Nov 13, 2020	SELL	$22.68 - $25.49 $6,327 - $7,111	-279 Reduced 1.16%	23,682 $565,000
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $240,621 - $329,115	12,308 Added 105.62%	23,961 $554,000
Q1 2020 May 05, 2020	BUY	$17.66 - $31.17 $205,791 - $363,224	11,653 New	11,653 $262,000

Others Institutions Holding XLF

# of Institutions

2,043

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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9258 Wealth Management, LLC Financial Sector Spdr Transaction History