Epg Wealth Management LLC Financial Sector Spdr Transaction History

Epg Wealth Management LLC

$359 Billion
Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Epg Wealth Management LLC holds 27,822 shares of XLF stock, worth $1.42 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

27,822

Previous 30,091 7.54%

Holding current value

$1.42 Million

Previous $1.45 Billion 4.71%

% of portfolio

0.39%

Previous 0.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$47.32 - $52.19 $107,369 - $118,419	-2,269 Reduced 7.54%	27,822 $1.39 Billion
Q4 2024 Feb 14, 2025	SELL	$44.89 - $51.34 $313,915 - $359,020	-6,993 Reduced 18.86%	30,091 $1.45 Billion
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $1.51 Million - $1.7 Million	37,084 New	37,084 $1.68 Billion
Q2 2024 Aug 13, 2024	SELL	$39.59 - $42.49 $1.46 Million - $1.57 Million	-36,976 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$37.27 - $42.12 $16,026 - $18,111	430 Added 1.18%	36,976 $1.56 Million
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $2,987 - $3,583	95 Added 0.26%	36,546 $1.37 Million
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $122,861 - $131,862	-3,704 Reduced 9.22%	36,451 $1.21 Million
Q2 2023 Aug 15, 2023	SELL	$31.55 - $33.71 $102,947 - $109,995	-3,263 Reduced 7.52%	40,155 $1.35 Million
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $1.56 Million - $1.87 Million	-50,507 Reduced 53.77%	43,418 $1.4 Million
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $20,203 - $24,218	-667 Reduced 0.71%	93,925 $3.21 Million
Q3 2022 Nov 15, 2022	BUY	$30.36 - $35.81 $56,348 - $66,463	1,856 Added 2.0%	94,592 $2.87 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $50,639 - $62,757	1,642 Added 1.8%	92,736 $2.92 Million
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $177,444 - $206,105	4,976 Added 5.78%	91,094 $3.49 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $12,726 - $13,770	339 Added 0.4%	86,118 $3.36 Million
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $4,318 - $4,797	123 Added 0.14%	85,779 $3.22 Million
Q2 2021 Aug 09, 2021	BUY	$34.47 - $38.47 $1.91 Million - $2.14 Million	55,537 Added 184.39%	85,656 $3.14 Million
Q1 2021 May 10, 2021	BUY	$28.95 - $34.77 $85,547 - $102,745	2,955 Added 10.88%	30,119 $1.03 Million
Q4 2020 Jan 29, 2021	BUY	$23.61 - $29.48 $2,502 - $3,124	106 Added 0.39%	27,164 $801,000
Q3 2020 Nov 02, 2020	SELL	$22.68 - $25.49 $304,025 - $341,693	-13,405 Reduced 33.13%	27,058 $651,000
Q2 2020 Aug 06, 2020	BUY	$19.55 - $26.74 $134,543 - $184,024	6,882 Added 20.49%	40,463 $936,000
Q1 2020 May 05, 2020	BUY	$17.66 - $31.17 $146,224 - $258,087	8,280 Added 32.73%	33,581 $700,000
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $677,560 - $782,812	25,301 New	25,301 $779,000

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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Epg Wealth Management LLC Financial Sector Spdr Transaction History