Alterna Wealth Management, Inc Financial Sector Spdr Transaction History

Alterna Wealth Management, Inc

  • $128 Million
  • Q1 2025

A detailed history of Alterna Wealth Management, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 9,608 shares of XLF stock, worth $507,302. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,608
Previous 9,352 2.74%
Holding current value
$507,302
Previous $451,000 5.99%
% of portfolio
0.37%
Previous 0.39%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$47.32 - $52.19 $12,113 - $13,360
256 Added 2.74%
9,608 $478,000
Q4 2024

Jan 24, 2025
SELL
$44.89 - $51.34 $2.58 Million - $2.95 Million
-57,390 Reduced 85.99%
9,352 $451,000
Q3 2024

Oct 30, 2024
BUY
$40.84 - $45.74 $224,456 - $251,387
5,496 Added 8.97%
66,742 $3.02 Million
Q2 2024

Jul 12, 2024
BUY
$39.59 - $42.49 $1.39 Million - $1.49 Million
35,149 Added 134.69%
61,246 $2.52 Million
Q1 2024

May 03, 2024
BUY
$37.27 - $42.12 $16,286 - $18,406
437 Added 1.7%
26,097 $1.1 Million
Q4 2023

Feb 06, 2024
SELL
$31.45 - $37.72 $1,855 - $2,225
-59 Reduced 0.23%
25,660 $964,000
Q3 2023

Nov 13, 2023
SELL
$33.17 - $35.6 $34,397 - $36,917
-1,037 Reduced 3.88%
25,719 $853,000
Q2 2023

Aug 10, 2023
SELL
$31.55 - $33.71 $54,139 - $57,846
-1,716 Reduced 6.03%
26,756 $901,000
Q1 2023

May 26, 2023
SELL
$30.98 - $37.0 $391,835 - $467,976
-12,648 Reduced 30.76%
28,472 $915,000
Q4 2022

Feb 13, 2023
SELL
$30.29 - $36.31 $13,903 - $16,666
-459 Reduced 1.1%
41,120 $1.41 Million
Q3 2022

Nov 09, 2022
SELL
$30.36 - $35.81 $332,229 - $391,868
-10,943 Reduced 20.84%
41,579 $1.26 Million
Q2 2022

Aug 12, 2022
BUY
$30.84 - $38.22 $2,621 - $3,248
85 Added 0.16%
52,522 $1.65 Million
Q1 2022

May 12, 2022
BUY
$35.66 - $41.42 $470,747 - $546,785
13,201 Added 33.65%
52,437 $2.01 Million
Q4 2021

Feb 10, 2022
BUY
$37.54 - $40.62 $786,650 - $851,192
20,955 Added 114.63%
39,236 $1.53 Million
Q4 2020

Feb 11, 2021
BUY
$23.61 - $29.48 $138,519 - $172,959
5,867 Added 47.26%
18,281 $539,000
Q3 2020

Oct 19, 2020
SELL
$22.68 - $25.49 $2,540 - $2,854
-112 Reduced 0.89%
12,414 $299,000
Q2 2020

Jul 27, 2020
BUY
$19.55 - $26.74 $244,883 - $334,945
12,526 New
12,526 $290,000
Q4 2019

Jan 27, 2020
SELL
$26.78 - $30.94 $720,194 - $832,069
-26,893 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$27.86 - $28.52 $749,238 - $766,988
26,893 New
26,893 $753,000

Others Institutions Holding XLF

# of Institutions
2,114
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc 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 Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email