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 $701,171. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,383

Previous 11,085 29.75%

Holding current value

$701,171

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

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Atticus Wealth Management, LLC Financial Sector Spdr Transaction History