Chicago Wealth Management, Inc. Financial Sector Spdr Transaction History

Chicago Wealth Management, Inc.

$181 Million
Q1 2025

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 198,939 shares of XLF stock, worth $10.1 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

198,939

Previous 190,776 4.28%

Holding current value

$10.1 Million

Previous $9.22 Million 7.47%

% of portfolio

5.47%

Previous 5.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$47.32 - $52.19 $386,273 - $426,026	8,163 Added 4.28%	198,939 $9.91 Million
Q4 2024 Feb 07, 2025	BUY	$44.89 - $51.34 $586,667 - $670,962	13,069 Added 7.35%	190,776 $9.22 Million
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

# of Institutions

2,109

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Chicago Wealth Management, Inc. Financial Sector Spdr Transaction History