Atticus Wealth Management, LLC Financial Sector Spdr Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 14,383 shares of XLF stock, worth $737,272. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,383

Previous 11,085 29.75%

Holding current value

$737,272

Previous $455,000 43.08%

% of portfolio

0.23%

Previous 0.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$40.84 - $45.74 $134,690 - $150,850	3,298 Added 29.75%	14,383 $651,000
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $187,339 - $201,062	-4,732 Reduced 29.92%	11,085 $455,000
Q1 2024 Apr 17, 2024	BUY	$37.27 - $42.12 $60,712 - $68,613	1,629 Added 11.48%	15,817 $666,000
Q4 2023 Jan 17, 2024	SELL	$31.45 - $37.72 $188,605 - $226,206	-5,997 Reduced 29.71%	14,188 $533,000
Q3 2023 Nov 15, 2023	SELL	$33.17 - $35.6 $97,685 - $104,842	-2,945 Reduced 12.73%	20,185 $669,000
Q2 2023 Jul 20, 2023	SELL	$31.55 - $33.71 $334,556 - $357,460	-10,604 Reduced 31.43%	23,130 $779,000
Q1 2023 Apr 17, 2023	SELL	$30.98 - $37.0 $1.82 Million - $2.17 Million	-58,635 Reduced 63.48%	33,734 $1.08 Million
Q4 2022 Jan 31, 2023	BUY	$30.29 - $36.31 $2.8 Million - $3.35 Million	92,369 New	92,369 $3.16 Million
Q2 2022 Jul 13, 2022	BUY	$30.84 - $38.22 $176,466 - $218,694	5,722 Added 7.49%	82,127 $2.58 Million
Q1 2022 Apr 15, 2022	BUY	$35.66 - $41.42 $103,913 - $120,697	2,914 Added 3.97%	76,405 $2.93 Million
Q4 2021 Jan 26, 2022	BUY	$37.54 - $40.62 $84,690 - $91,638	2,256 Added 3.17%	73,491 $2.87 Million
Q3 2021 Oct 18, 2021	SELL	$35.11 - $39.0 $471,878 - $524,160	-13,440 Reduced 15.87%	71,235 $2.67 Million
Q2 2021 Jul 21, 2021	SELL	$34.47 - $38.47 $13,477 - $15,041	-391 Reduced 0.46%	84,675 $3.11 Million
Q1 2021 Apr 15, 2021	SELL	$28.95 - $34.77 $553,263 - $664,489	-19,111 Reduced 18.34%	85,066 $2.9 Million
Q4 2020 Jan 20, 2021	SELL	$23.61 - $29.48 $56,498 - $70,545	-2,393 Reduced 2.25%	104,177 $3.07 Million
Q3 2020 Oct 21, 2020	SELL	$22.68 - $25.49 $349,907 - $393,259	-15,428 Reduced 12.65%	106,570 $2.57 Million
Q2 2020 Jul 15, 2020	BUY	$19.55 - $26.74 $1.31 Million - $1.79 Million	66,965 Added 121.68%	121,998 $2.82 Million
Q1 2020 Apr 23, 2020	BUY	$17.66 - $31.17 $475,760 - $839,719	26,940 Added 95.9%	55,033 $1.15 Million
Q4 2019 Feb 03, 2020	BUY	$26.78 - $30.94 $752,330 - $869,197	28,093 New	28,093 $865,000

Others Institutions Holding XLF

# of Institutions

1,840

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Account

Atticus Wealth Management, LLC Financial Sector Spdr Transaction History