Channel Wealth LLC Financial Sector Spdr Transaction History

Channel Wealth LLC

$307 Billion
Q4 2024

A detailed history of Channel Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Channel Wealth LLC holds 72,541 shares of XLF stock, worth $3.67 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

72,541

Previous 10,302 604.14%

Holding current value

$3.67 Million

Previous $467 Million 650.91%

% of portfolio

1.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $2.79 Million - $3.2 Million	62,239 Added 604.14%	72,541 $3.51 Billion
Q3 2024 Oct 31, 2024	BUY	$40.84 - $45.74 $37,981 - $42,538	930 Added 9.92%	10,302 $467 Million
Q2 2024 Aug 05, 2024	SELL	$39.59 - $42.49 $3,959 - $4,249	-100 Reduced 1.06%	9,372 $385 Million
Q1 2024 Apr 12, 2024	BUY	$37.27 - $42.12 $29,853 - $33,738	801 Added 9.24%	9,472 $399 Million
Q4 2023 Jan 08, 2024	SELL	$31.45 - $37.72 $78,153 - $93,734	-2,485 Reduced 22.28%	8,671 $326 Million
Q3 2023 Oct 24, 2023	BUY	$33.17 - $35.6 $93,439 - $100,285	2,817 Added 33.78%	11,156 $370 Million
Q2 2023 Jul 26, 2023	SELL	$31.55 - $33.71 $6,941 - $7,416	-220 Reduced 2.57%	8,339 $281 Million
Q1 2023 Apr 27, 2023	BUY	$30.98 - $37.0 $265,157 - $316,683	8,559 New	8,559 $275 Million

Others Institutions Holding XLF

# of Institutions

1,864

Shares Held

702M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Channel Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Channel Wealth LLC with notifications on news.

Account

Channel Wealth LLC Financial Sector Spdr Transaction History