Activest Wealth Management Financial Sector Spdr Transaction History

Activest Wealth Management

$332 Million
Q4 2024

A detailed history of Activest Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Activest Wealth Management holds 61,054 shares of XLF stock, worth $3.1 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

61,054

Previous 57,871 5.5%

Holding current value

$3.1 Million

Previous $2.62 Million 12.51%

% of portfolio

0.89%

Previous 0.93%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$44.89 - $51.34 $142,884 - $163,415	3,183 Added 5.5%	61,054 $2.95 Million
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $172,712 - $193,434	-4,229 Reduced 6.81%	57,871 $2.62 Million
Q2 2024 Jul 30, 2024	BUY	$39.59 - $42.49 $833,211 - $894,244	21,046 Added 51.26%	62,100 $2.55 Million
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $203,046 - $229,469	5,448 Added 15.3%	41,054 $1.73 Million
Q4 2023 Jan 19, 2024	BUY	$31.45 - $37.72 $2,578 - $3,093	82 Added 0.23%	35,606 $1.34 Million
Q3 2023 Oct 10, 2023	BUY	$33.17 - $35.6 $1.18 Million - $1.26 Million	35,524 New	35,524 $1.18 Million
Q1 2023 Apr 18, 2023	SELL	$30.98 - $37.0 $6.58 Million - $7.85 Million	-212,252 Reduced 85.93%	34,747 $1.12 Million
Q4 2022 Jan 18, 2023	BUY	$30.29 - $36.31 $138,697 - $166,263	4,579 Added 1.89%	246,999 $0
Q3 2022 Oct 13, 2022	BUY	$30.36 - $35.81 $6.12 Million - $7.22 Million	201,631 Added 494.33%	242,420 $7.45 Million
Q2 2022 Jul 15, 2022	BUY	$30.84 - $38.22 $7,309 - $9,058	237 Added 0.58%	40,789 $1.28 Million
Q1 2022 Apr 26, 2022	BUY	$35.66 - $41.42 $271,693 - $315,578	7,619 Added 23.13%	40,552 $1.55 Million
Q4 2021 Jan 13, 2022	BUY	$37.54 - $40.62 $745,844 - $807,038	19,868 Added 152.07%	32,933 $1.29 Million
Q3 2021 Oct 12, 2021	SELL	$35.11 - $39.0 $4,669 - $5,187	-133 Reduced 1.01%	13,065 $490,000
Q2 2021 Sep 20, 2021	BUY	$34.47 - $38.47 $87,036 - $97,136	2,525 Added 23.66%	13,198 $484,000
Q1 2021 Sep 20, 2021	BUY	$28.95 - $34.77 $308,983 - $371,100	10,673 New	10,673 $363,000

Others Institutions Holding XLF

# of Institutions

2,035

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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Activest Wealth Management Financial Sector Spdr Transaction History