Falcon Wealth Planning Financial Sector Spdr Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Financial Sector Spdr stock. As of the latest transaction made, Falcon Wealth Planning holds 19,965 shares of XLF stock, worth $980,281. This represents 0.11% of its overall portfolio holdings.

Number of Shares
19,965
Previous 19,987 0.11%
Holding current value
$980,281
Previous $821,000 10.11%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 30, 2024
SELL
$40.84 - $45.74 $898 - $1,006
-22 Reduced 0.11%
19,965 $904,000
Q2 2024

Jul 16, 2024
BUY
$39.59 - $42.49 $25,733 - $27,618
650 Added 3.36%
19,987 $821,000
Q1 2024

Apr 15, 2024
BUY
$37.27 - $42.12 $8,087 - $9,140
217 Added 1.13%
19,337 $814,000
Q4 2023

Jan 10, 2024
BUY
$31.45 - $37.72 $41,608 - $49,903
1,323 Added 7.43%
19,120 $718,000
Q3 2023

Oct 05, 2023
BUY
$33.17 - $35.6 $995 - $1,068
30 Added 0.17%
17,797 $590,000
Q2 2023

Jul 13, 2023
SELL
$31.55 - $33.71 $2,271 - $2,427
-72 Reduced 0.4%
17,767 $598,000
Q1 2023

May 15, 2023
SELL
$30.98 - $37.0 $8,581 - $10,249
-277 Reduced 1.53%
17,839 $573,000
Q4 2022

Jan 20, 2023
SELL
$30.29 - $36.31 $726 - $871
-24 Reduced 0.13%
18,116 $0
Q3 2022

Nov 10, 2022
BUY
$30.36 - $35.81 $27,020 - $31,870
890 Added 5.16%
18,140 $551,000
Q4 2021

Jan 24, 2022
BUY
$37.54 - $40.62 $28,155 - $30,464
750 Added 4.55%
17,250 $674,000
Q3 2021

Oct 19, 2021
BUY
$35.11 - $39.0 $3,967 - $4,407
113 Added 0.69%
16,500 $619,000
Q2 2021

Aug 10, 2021
SELL
$34.47 - $38.47 $310 - $346
-9 Reduced 0.05%
16,387 $601,000
Q1 2021

Apr 20, 2021
BUY
$28.95 - $34.77 $260 - $312
9 Added 0.05%
16,396 $558,000
Q4 2020

Feb 01, 2021
BUY
$23.61 - $29.48 $386,897 - $483,088
16,387 New
16,387 $483,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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