Collaborative Wealth Managment Inc. Financial Sector Spdr Transaction History

Collaborative Wealth Managment Inc.

  • $200 Million
  • Q2 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 14,276 shares of XLF stock, worth $643,562. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,276
Previous 14,441 1.14%
Holding current value
$643,562
Previous $608,000 3.62%
% of portfolio
0.29%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$39.59 - $42.49 $6,532 - $7,010
-165 Reduced 1.14%
14,276 $586,000
Q1 2024

May 10, 2024
SELL
$37.27 - $42.12 $29,517 - $33,359
-792 Reduced 5.2%
14,441 $608,000
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $13,303 - $15,955
423 Added 2.86%
15,233 $572,000
Q3 2023

Nov 09, 2023
SELL
$33.17 - $35.6 $22,588 - $24,243
-681 Reduced 4.4%
14,810 $491,000
Q2 2023

Aug 07, 2023
SELL
$31.55 - $33.71 $26,565 - $28,383
-842 Reduced 5.16%
15,491 $522,000
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $151,337 - $180,745
-4,885 Reduced 23.02%
16,333 $525,000
Q4 2022

Feb 10, 2023
BUY
$30.29 - $36.31 $67,758 - $81,225
2,237 Added 11.79%
21,218 $725,000
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $213,764 - $252,138
-7,041 Reduced 27.06%
18,981 $576,000
Q2 2022

Aug 15, 2022
BUY
$30.84 - $38.22 $3,700 - $4,586
120 Added 0.46%
26,022 $818,000
Q4 2021

Feb 11, 2022
SELL
$37.54 - $40.62 $16,555 - $17,913
-441 Reduced 1.67%
25,902 $1.01 Million
Q1 2021

May 12, 2022
BUY
$28.95 - $34.77 $762,629 - $915,946
26,343 New
26,343 $1.01 Million

Others Institutions Holding XLF

# of Institutions
1,729
Shares Held
693M
Call Options Held
184M
Put Options Held
267M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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