Accurate Wealth Management, LLC Financial Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 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 9,453 shares of XLF stock, worth $496,093. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,453
Previous 135,693 93.03%
Holding current value
$496,093
Previous $6.56 Million 92.91%
% of portfolio
0.1%
Previous 1.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,108
Shares Held
792M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email