Activest Wealth Management Financial Sector Spdr Transaction History

Activest Wealth Management

$192 Million
Q1 2024

A detailed history of Activest Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Activest Wealth Management holds 41,054 shares of XLF stock, worth $1.69 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

41,054

Previous 35,606 15.3%

Holding current value

$1.69 Million

Previous $1.34 Million 29.22%

% of portfolio

0.9%

Previous 0.74%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.4 - $36.31 $152,938 - $166,263	4,579 Added 1.89%	246,999 $0

Q3 2022 Oct 13, 2022	BUY	N/A	201,631 Added 494.33%	242,420 $7.45 Million
Q2 2022 Jul 15, 2022	BUY	N/A	237 Added 0.58%	40,789 $1.28 Million
Q1 2022 Apr 26, 2022	BUY	N/A	7,619 Added 23.13%	40,552 $1.55 Million
Q4 2021 Jan 13, 2022	BUY	N/A	19,868 Added 152.07%	32,933 $1.29 Million
Q3 2021 Oct 12, 2021	SELL	N/A	-133 Reduced 1.01%	13,065 $490,000
Q2 2021 Sep 20, 2021	BUY	N/A	2,525 Added 23.66%	13,198 $484,000
Q1 2021 Sep 20, 2021	BUY	N/A	10,673 New	10,673 $363,000

Others Institutions Holding XLF

# of Institutions

1,721

Shares Held

701M

Call Options Held

167M

Put Options Held

296M

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