A detailed history of Chicago Wealth Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 177,707 shares of XLF stock, worth $8.73 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares
177,707
Previous 138,199 28.59%
Holding current value
$8.73 Million
Previous $5.68 Million 41.75%
% of portfolio
4.55%
Previous 3.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$40.84 - $45.74 $1.61 Million - $1.81 Million
39,508 Added 28.59%
177,707 $8.05 Million
Q2 2024

Aug 14, 2024

BUY
$39.59 - $42.49 $610,913 - $655,663
15,431 Added 12.57%
138,199 $5.68 Million
Q1 2024

May 15, 2024

BUY
$37.27 - $42.12 $4.58 Million - $5.17 Million
122,768 New
122,768 $5.17 Million
Q1 2023

May 12, 2023

BUY
$30.98 - $37.0 $7.19 Million - $8.59 Million
232,045 Added 2626.13%
240,881 $7.74 Million
Q4 2022

Feb 14, 2023

BUY
$30.29 - $36.31 $267,642 - $320,835
8,836 New
8,836 $302,000
Q2 2022

Aug 15, 2022

SELL
$30.84 - $38.22 $7.15 Million - $8.86 Million
-231,804 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$35.66 - $41.42 $74,065 - $86,029
2,077 Added 0.9%
231,804 $8.88 Million
Q4 2021

Feb 14, 2022

BUY
$37.54 - $40.62 $214,691 - $232,305
5,719 Added 2.55%
229,727 $8.97 Million
Q3 2021

Nov 10, 2021

BUY
$35.11 - $39.0 $215,294 - $239,148
6,132 Added 2.81%
224,008 $8.41 Million
Q2 2021

Aug 16, 2021

BUY
$34.47 - $38.47 $474,789 - $529,885
13,774 Added 6.75%
217,876 $7.99 Million
Q1 2021

Apr 23, 2021

BUY
$28.95 - $34.77 $5.91 Million - $7.1 Million
204,102 New
204,102 $6.95 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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