Bernard Wealth Management Corp. Financial Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Financial Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 545 shares of XLF stock, worth $28,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares
545
Previous 545 -0.0%
Holding current value
$28,209
Previous $28.5 Million 2.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 24, 2025
SELL
$43.92 - $52.37 $21,960 - $26,185
-500 Reduced 47.85%
545 $28.5 Million
Q4 2024

Feb 27, 2025
BUY
$44.89 - $51.34 $5,117 - $5,852
114 Added 12.24%
1,045 $50.5 Million
Q4 2024

Feb 13, 2025
BUY
$44.89 - $51.34 $41,792 - $47,797
931 New
931 $36.4 Million

Others Institutions Holding XLF

# of Institutions
2,157
Shares Held
760M
Call Options Held
155M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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