Falcon Wealth Planning Financial Sector Spdr Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Financial Sector Spdr stock. As of the latest transaction made, Falcon Wealth Planning holds 19,923 shares of XLF stock, worth $1.02 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,923
Previous 19,965 0.21%
Holding current value
$1.02 Million
Previous $904,000 6.42%
% of portfolio
0.12%
Previous 0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$44.89 - $51.34 $1,885 - $2,156
-42 Reduced 0.21%
19,923 $962,000
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
2,034
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email