Amplius Wealth Advisors, LLC Financial Sector Spdr Transaction History

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 9,723 shares of XLF stock, worth $466,898. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,723

Previous 9,723 -0.0%

Holding current value

$466,898

Previous $469,000 1.92%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$39.59 - $42.49 $19,795 - $21,245	-500 Reduced 4.89%	9,723 $399,000
Q1 2024 Apr 16, 2024	SELL	$37.27 - $42.12 $55,867 - $63,137	-1,499 Reduced 12.79%	10,223 $430,000
Q4 2023 Jan 10, 2024	SELL	$31.45 - $37.72 $26,449 - $31,722	-841 Reduced 6.69%	11,722 $440,000
Q2 2023 Jul 26, 2023	SELL	$31.55 - $33.71 $838,315 - $895,708	-26,571 Reduced 67.9%	12,563 $423,000
Q1 2023 Apr 25, 2023	SELL	$30.98 - $37.0 $2,881 - $3,441	-93 Reduced 0.24%	39,134 $1.26 Million
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $682,615 - $818,282	22,536 Added 135.02%	39,227 $0
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $54,496 - $64,278	1,795 Added 12.05%	16,691 $507,000
Q2 2022 Jul 21, 2022	SELL	$30.84 - $38.22 $624,078 - $773,419	-20,236 Reduced 57.6%	14,896 $468,000
Q1 2022 May 09, 2022	SELL	$35.66 - $41.42 $102,237 - $118,751	-2,867 Reduced 7.54%	35,132 $1.35 Million
Q4 2021 Jan 28, 2022	BUY	$37.54 - $40.62 $1.43 Million - $1.54 Million	37,999 New	37,999 $1.48 Million

Others Institutions Holding XLF

# of Institutions

2,071

Shares Held

763M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Financial Sector Spdr Transaction History