Accurate Wealth Management, LLC Financial Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 9,121 shares of XLF stock, worth $478,396. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,121
Previous 8,744 4.31%
Holding current value
$478,396
Previous $457,000 7.44%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 20, 2025
BUY
$51.37 - $54.25 $19,366 - $20,452
377 Added 4.31%
9,121 $491,000
Q2 2025

Jul 15, 2025
SELL
$43.92 - $52.37 $31,139 - $37,130
-709 Reduced 7.5%
8,744 $457,000
Q1 2025

Apr 14, 2025
SELL
$47.32 - $52.19 $5.97 Million - $6.59 Million
-126,240 Reduced 93.03%
9,453 $465,000
Q4 2024

Jan 14, 2025
SELL
$44.89 - $51.34 $71,824 - $82,144
-1,600 Reduced 1.17%
135,693 $6.56 Million
Q3 2024

Oct 17, 2024
BUY
$40.84 - $45.74 $5.14 Million - $5.75 Million
125,792 Added 1093.75%
137,293 $6.22 Million
Q2 2024

Jul 17, 2024
SELL
$39.59 - $42.49 $5.49 Million - $5.9 Million
-138,790 Reduced 92.35%
11,501 $472,000
Q1 2024

Apr 22, 2024
BUY
$37.27 - $42.12 $137,265 - $155,127
3,683 Added 2.51%
150,291 $6.33 Million
Q4 2023

Jan 12, 2024
BUY
$31.45 - $37.72 $4.61 Million - $5.53 Million
146,608 New
146,608 $5.51 Million
Q4 2022

Jan 11, 2023
BUY
$30.29 - $36.31 $54,158 - $64,922
1,788 New
1,788 $0
Q4 2021

Feb 08, 2022
SELL
$37.54 - $40.62 $1.35 Million - $1.46 Million
-35,968 Closed
0 $0
Q3 2021

Oct 22, 2021
SELL
$35.11 - $39.0 $4.15 Million - $4.61 Million
-118,234 Reduced 76.67%
35,968 $1.35 Million
Q2 2021

Aug 25, 2021
BUY
$34.47 - $38.47 $5.32 Million - $5.93 Million
154,202 New
154,202 $5.66 Million

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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