Bernardo Wealth Planning LLC Financial Sector Spdr Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	SELL	$30.98 - $37.0 $176,616 - $210,937	-5,701 Reduced 47.31%	6,349 $204,000
Q4 2022 Jan 30, 2023	SELL	$30.29 - $36.31 $2.51 Million - $3.01 Million	-82,777 Reduced 87.29%	12,050 $412,000
Q3 2022 Oct 24, 2022	BUY	$30.36 - $35.81 $291,182 - $343,453	9,591 Added 11.25%	94,827 $3.05 Million
Q2 2022 Jul 29, 2022	BUY	$30.84 - $38.22 $2.63 Million - $3.26 Million	85,236 New	85,236 $2.68 Million
Q1 2021 Apr 23, 2021	SELL	$28.95 - $34.77 $2.21 Million - $2.65 Million	-76,250 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$23.61 - $29.48 $93,944 - $117,300	3,979 Added 5.51%	76,250 $2.25 Million
Q3 2020 Oct 23, 2020	BUY	$22.68 - $25.49 $191,419 - $215,135	8,440 Added 13.22%	72,271 $1.74 Million
Q2 2020 Aug 03, 2020	BUY	$19.55 - $26.74 $109,910 - $150,332	5,622 Added 9.66%	63,831 $1.48 Million
Q1 2020 May 01, 2020	BUY	$17.66 - $31.17 $91,178 - $160,930	5,163 Added 9.73%	58,209 $1.21 Million
Q4 2019 Feb 10, 2020	SELL	$26.78 - $30.94 $19,228 - $22,214	-718 Reduced 1.34%	53,046 $1.63 Million
Q3 2019 Nov 04, 2019	SELL	$27.86 - $28.52 $61,487 - $62,943	-2,207 Reduced 3.94%	53,764 $1.51 Million
Q2 2019 Aug 13, 2019	BUY	N/A	1,216 Added 2.22%	55,971 $1.55 Million
Q1 2019 May 08, 2019	BUY	N/A	7,281 Added 15.34%	54,755 $1.41 Million
Q4 2018 Feb 14, 2019	BUY	N/A	47,474 New	47,474 $1.13 Million

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

Ticker XLF
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