Evoke Wealth, LLC Financial Sector Spdr Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Evoke Wealth, LLC holds 29,123 shares of XLF stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,123

Holding current value

$1.45 Million

% of portfolio

0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $1.19 Million - $1.33 Million	29,123 New	29,123 $1.32 Billion
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $318,136 - $359,536	8,536 Added 107.12%	16,505 $695,000
Q4 2023 Feb 12, 2024	BUY	$31.45 - $37.72 $250,625 - $300,590	7,969 New	7,969 $299,000
Q1 2023 May 08, 2023	BUY	$30.98 - $37.0 $58,862 - $70,300	1,900 Added 15.35%	14,276 $458,000
Q4 2022 Feb 10, 2023	BUY	$30.29 - $36.31 $30,290 - $36,310	1,000 Added 8.79%	12,376 $423,000
Q2 2022 Aug 04, 2022	SELL	$30.84 - $38.22 $19 Million - $23.5 Million	-615,803 Reduced 98.19%	11,376 $358,000
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $13,194 - $15,325	370 Added 0.06%	627,179 $24 Million
Q4 2021 Feb 09, 2022	BUY	$37.54 - $40.62 $22.5 Million - $24.3 Million	599,084 Added 2160.81%	626,809 $24.5 Million
Q3 2021 Nov 12, 2021	SELL	$35.11 - $39.0 $291,623 - $323,934	-8,306 Reduced 23.05%	27,725 $1.04 Million
Q2 2021 Aug 05, 2021	BUY	$34.47 - $38.47 $427,669 - $477,297	12,407 Added 52.52%	36,031 $1.32 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $102,280 - $122,842	3,533 Added 17.58%	23,624 $804,000
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $340,314 - $424,924	14,414 Added 253.9%	20,091 $592,000
Q2 2020 Aug 10, 2020	SELL	$19.55 - $26.74 $17,360 - $23,745	-888 Reduced 13.53%	5,677 $131,000
Q1 2020 May 07, 2020	BUY	$17.66 - $31.17 $115,937 - $204,631	6,565 New	6,565 $137 Million
Q4 2019 Feb 07, 2020	SELL	$26.78 - $30.94 $261,961 - $302,655	-9,782 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$27.86 - $28.52 $272,526 - $278,982	9,782 New	9,782 $274 Million

Others Institutions Holding XLF

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account