A detailed history of Destination Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Destination Wealth Management holds 9,812 shares of XLF stock, worth $476,765. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,812
Holding current value
$476,765
% of portfolio
0.01%

Shares

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

Nov 25, 2024

BUY
$40.84 - $45.74 $400,722 - $448,800
9,812 New
9,812 $444,000
Q1 2024

May 14, 2024

BUY
$37.27 - $42.12 $191,903 - $216,875
5,149 New
5,149 $216,000
Q1 2023

May 05, 2023

BUY
$30.98 - $37.0 $3,221 - $3,848
104 Added 0.95%
11,024 $354,000
Q4 2022

Feb 10, 2023

BUY
$30.29 - $36.31 $8,814 - $10,566
291 Added 2.74%
10,920 $373,000
Q3 2022

Nov 10, 2022

BUY
$30.36 - $35.81 $116,127 - $136,973
3,825 Added 56.22%
10,629 $323,000
Q2 2022

Jul 29, 2022

SELL
$30.84 - $38.22 $110,283 - $136,674
-3,576 Reduced 34.45%
6,804 $214,000
Q1 2022

May 12, 2022

BUY
$35.66 - $41.42 $33,449 - $38,851
938 Added 9.93%
10,380 $398,000
Q4 2021

Feb 04, 2022

BUY
$37.54 - $40.62 $354,452 - $383,534
9,442 New
9,442 $369,000
Q2 2019

Jul 19, 2019

SELL
N/A
-1,164 Closed
0 $0
Q1 2019

May 01, 2019

BUY
N/A
1,071 Added 1151.61%
1,164 $30,000
Q4 2018

Feb 05, 2019

SELL
N/A
-1,996 Reduced 95.55%
93 $2,000
Q3 2018

Nov 07, 2018

BUY
N/A
591 Added 39.45%
2,089 $58,000
Q2 2018

Jul 31, 2018

SELL
N/A
-1,681 Reduced 52.88%
1,498 $40,000
Q1 2018

Apr 05, 2018

BUY
N/A
3,179 New
3,179 $88,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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