Affinity Wealth Management LLC Financial Sector Spdr Transaction History

Affinity Wealth Management LLC

  • $511 Million
  • Q4 2024

A detailed history of Affinity Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 639,101 shares of XLF stock, worth $31.6 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares
639,101
Previous 632,573 1.03%
Holding current value
$31.6 Million
Previous $28.7 Million 7.74%
% of portfolio
6.04%
Previous 5.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$44.89 - $51.34 $293,041 - $335,147
6,528 Added 1.03%
639,101 $30.9 Million
Q3 2024

Oct 11, 2024
BUY
$40.84 - $45.74 $25.8 Million - $28.9 Million
632,573 New
632,573 $28.7 Million
Q1 2023

May 01, 2023
BUY
$30.98 - $37.0 $18,030 - $21,534
582 Added 4.99%
12,250 $393,000
Q4 2022

Feb 09, 2023
SELL
$30.29 - $36.31 $1,241 - $1,488
-41 Reduced 0.35%
11,668 $399,000
Q3 2022

Nov 14, 2022
BUY
$30.36 - $35.81 $355,485 - $419,299
11,709 New
11,709 $355,000
Q3 2017

Nov 14, 2017
BUY
N/A
12,593
12,593 $311,000

Others Institutions Holding XLF

# of Institutions
2,044
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Affinity Wealth Management LLC Portfolio

Follow Affinity 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 Affinity Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email