A detailed history of Clay Northam Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 11,817 shares of XLF stock, worth $599,476. This represents 0.37% of its overall portfolio holdings.

Number of Shares
11,817
Previous 11,817 -0.0%
Holding current value
$599,476
Previous $497,000 2.41%
% of portfolio
0.37%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$37.27 - $42.12 $3,056 - $3,453
82 Added 0.7%
11,817 $497,000
Q4 2022

Feb 14, 2023

SELL
$30.29 - $36.31 $18,174 - $21,786
-600 Reduced 4.86%
11,735 $401,000
Q2 2022

Jul 22, 2022

SELL
$30.84 - $38.22 $1,542 - $1,911
-50 Reduced 0.4%
12,335 $388,000
Q4 2021

Mar 15, 2022

BUY
$37.54 - $40.62 $464,932 - $503,078
12,385 New
12,385 $484,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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