A detailed history of Brewin Dolphin Wealth Management LTD transactions in Financial Sector Spdr stock. As of the latest transaction made, Brewin Dolphin Wealth Management LTD holds 2,943 shares of XLF stock, worth $145,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,943
Previous 2,458 19.73%
Holding current value
$145,796
Previous $94,000 1.06%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 14, 2022

BUY
$30.84 - $38.22 $14,957 - $18,536
485 Added 19.73%
2,943 $93,000
Q1 2022

Nov 14, 2022

BUY
$35.66 - $41.42 $5,634 - $6,544
158 Added 6.87%
2,458 $94,000
Q4 2021

Nov 14, 2022

BUY
$37.54 - $40.62 $86,342 - $93,426
2,300 New
2,300 $90,000
Q3 2020

Nov 09, 2023

SELL
$22.68 - $25.49 $13,381 - $15,039
-590 Reduced 20.42%
2,300 $55.4 Million
Q2 2020

Nov 09, 2023

SELL
$19.55 - $26.74 $1,036 - $1,417
-53 Reduced 1.8%
2,890 $66.9 Million
Q1 2019

Nov 09, 2023

SELL
N/A
-53 Reduced 1.8%
2,890 $74.3 Million
Q3 2018

Nov 09, 2023

SELL
N/A
-53 Reduced 1.8%
2,890 $79.7 Million
Q1 2018

Nov 09, 2023

BUY
N/A
660 Added 18.97%
4,140 $114 Million
Q3 2017

Nov 09, 2023

BUY
N/A
537
3,480 $90 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Brewin Dolphin Wealth Management LTD Portfolio

Follow Brewin Dolphin Wealth Management LTD 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 Brewin Dolphin Wealth Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Brewin Dolphin Wealth Management LTD with notifications on news.