Bartlett & Co. Wealth Management LLC Financial Sector Spdr Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,620 shares of XLF stock, worth $187,697. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,620
Previous 3,015 20.07%
Holding current value
$187,697
Previous $150 Million 26.24%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$43.92 - $52.37 $26,571 - $31,683
605 Added 20.07%
3,620 $190 Million
Q4 2024

Jan 17, 2025
SELL
$44.89 - $51.34 $21,996 - $25,156
-490 Reduced 13.98%
3,015 $146 Million
Q3 2024

Oct 17, 2024
SELL
$40.84 - $45.74 $4,084 - $4,574
-100 Reduced 2.77%
3,505 $159 Million
Q2 2024

Jul 12, 2024
SELL
$39.59 - $42.49 $19,597 - $21,032
-495 Reduced 12.07%
3,605 $148 Million
Q1 2024

May 09, 2024
SELL
$37.27 - $42.12 $18,262 - $20,638
-490 Reduced 10.68%
4,100 $173 Million
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $99,319 - $119,119
-3,158 Reduced 40.76%
4,590 $173 Million
Q3 2023

Feb 14, 2024
SELL
$33.17 - $35.6 $52,939 - $56,817
-1,596 Reduced 17.08%
7,748 $257 Million
Q2 2023

Feb 14, 2024
SELL
$31.55 - $33.71 $51,300 - $54,812
-1,626 Reduced 14.82%
9,344 $315 Million
Q1 2023

Feb 14, 2024
SELL
$30.98 - $37.0 $122,185 - $145,928
-3,944 Reduced 26.44%
10,970 $352 Million
Q4 2022

Feb 14, 2024
BUY
$30.29 - $36.31 $7,875 - $9,440
260 Added 1.77%
14,914 $510 Million
Q3 2022

Feb 14, 2024
SELL
$30.36 - $35.81 $326,461 - $385,064
-10,753 Reduced 42.32%
14,654 $445 Million
Q2 2022

Feb 14, 2024
BUY
$30.84 - $38.22 $422,970 - $524,187
13,715 Added 117.3%
25,407 $799 Million
Q1 2022

Feb 14, 2024
BUY
$35.66 - $41.42 $68,003 - $78,987
1,907 Added 19.49%
11,692 $448 Million
Q2 2021

Feb 13, 2024
SELL
$34.47 - $38.47 $3,447 - $3,847
-100 Reduced 1.01%
9,785 $359 Million
Q4 2020

Feb 13, 2024
SELL
$23.61 - $29.48 $28,332 - $35,376
-1,200 Reduced 10.83%
9,885 $291 Million
Q3 2020

Feb 13, 2024
SELL
$22.68 - $25.49 $38,556 - $43,333
-1,700 Reduced 13.3%
11,085 $267 Million
Q2 2020

Feb 13, 2024
BUY
$19.55 - $26.74 $147,798 - $202,154
7,560 Added 144.69%
12,785 $296 Million
Q1 2020

Feb 13, 2024
SELL
$17.66 - $31.17 $428,255 - $755,872
-24,250 Reduced 82.27%
5,225 $109 Million
Q3 2019

Feb 13, 2024
SELL
$27.86 - $28.52 $39,199 - $40,127
-1,407 Reduced 4.56%
29,475 $825 Million
Q2 2019

Feb 13, 2024
BUY
N/A
2,557 Added 9.03%
30,882 $852 Million
Q1 2019

Feb 13, 2024
SELL
N/A
-81,225 Reduced 74.14%
28,325 $728 Million
Q4 2018

Feb 13, 2024
BUY
N/A
108,750 Added 13593.75%
109,550 $2.61 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
800 New
800 $22.1 Million

Others Institutions Holding XLF

# of Institutions
2,116
Shares Held
994M
Call Options Held
175M
Put Options Held
239M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email