Alterna Wealth Management, Inc Financial Sector Spdr Transaction History

Alterna Wealth Management, Inc

$116 Million
Q3 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 9,559 shares of XLF stock, worth $494,773. This represents 0.44% of its overall portfolio holdings.

Number of Shares

9,559

Previous 9,170 4.24%

Holding current value

$494,773

Previous $480,000 7.08%

% of portfolio

0.44%

Previous 0.4%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$51.37 - $54.25 $19,982 - $21,103	389 Added 4.24%	9,559 $514,000
Q2 2025 Aug 11, 2025	SELL	$43.92 - $52.37 $19,236 - $22,938	-438 Reduced 4.56%	9,170 $480,000
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

2,158

Shares Held

761M

Call Options Held

155M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Alterna Wealth Management, Inc Financial Sector Spdr Transaction History