A detailed history of Act Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Act Wealth Management, LLC holds 161,284 shares of XLF stock, worth $7.35 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares
161,284
Previous 165,958 2.82%
Holding current value
$7.35 Million
Previous $6.99 Million 5.15%
% of portfolio
3.26%
Previous 3.52%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
$39.59 - $42.49 $185,043 - $198,598
-4,674 Reduced 2.82%
161,284 $6.63 Million
Q1 2024

Apr 09, 2024

SELL
$37.27 - $42.12 $59,482 - $67,223
-1,596 Reduced 0.95%
165,958 $6.99 Million
Q4 2023

Jan 17, 2024

BUY
$31.45 - $37.72 $132,876 - $159,367
4,225 Added 2.59%
167,554 $6.3 Million
Q3 2023

Oct 10, 2023

SELL
$33.17 - $35.6 $78,181 - $83,909
-2,357 Reduced 1.42%
163,329 $5.42 Million
Q2 2023

Jul 14, 2023

BUY
$31.55 - $33.71 $710,253 - $758,879
22,512 Added 15.72%
165,686 $5.59 Million
Q1 2023

Apr 13, 2023

BUY
$30.98 - $37.0 $163,574 - $195,360
5,280 Added 3.83%
143,174 $4.6 Million
Q4 2022

Jan 19, 2023

BUY
$30.29 - $36.31 $105,227 - $126,140
3,474 Added 2.58%
137,894 $0
Q3 2022

Oct 24, 2022

BUY
$30.36 - $35.81 $149,674 - $176,543
4,930 Added 3.81%
134,420 $4.08 Million
Q2 2022

Jul 08, 2022

BUY
$30.84 - $38.22 $262,972 - $325,901
8,527 Added 7.05%
129,490 $4.07 Million
Q1 2022

Apr 12, 2022

BUY
$35.66 - $41.42 $4.31 Million - $5.01 Million
120,963 New
120,963 $4.64 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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