Accurate Wealth Management, LLC Financial Sector Spdr Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

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 135,693 shares of XLF stock, worth $6.87 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

135,693

Previous 137,293 1.17%

Holding current value

$6.87 Million

Previous $6.22 Million 5.4%

% of portfolio

1.35%

Previous 1.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,864

Shares Held

702M

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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Accurate Wealth Management, LLC Financial Sector Spdr Transaction History