First Wilshire Securities Management Inc Financial Sector Spdr Transaction History

First Wilshire Securities Management Inc

  • $295 Million
  • Q1 2025

A detailed history of First Wilshire Securities Management Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, First Wilshire Securities Management Inc holds 11,950 shares of XLF stock, worth $608,972. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,950
Previous 11,950 -0.0%
Holding current value
$608,972
Previous $578,000 2.94%
% of portfolio
0.2%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$37.27 - $42.12 $22,362 - $25,272
-600 Reduced 4.78%
11,950 $503,000
Q4 2023

Feb 12, 2024
SELL
$31.45 - $37.72 $2,516 - $3,017
-80 Reduced 0.63%
12,550 $472,000
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $10,533 - $11,700
300 Added 2.43%
12,630 $474,000
Q2 2021

Aug 17, 2021
BUY
$34.47 - $38.47 $7,928 - $8,848
230 Added 1.9%
12,330 $452,000
Q1 2021

May 17, 2021
SELL
$28.95 - $34.77 $46,841 - $56,257
-1,618 Reduced 11.79%
12,100 $412,000
Q3 2020

Nov 16, 2020
BUY
$22.68 - $25.49 $29,892 - $33,595
1,318 Added 10.63%
13,718 $330,000
Q1 2020

May 15, 2020
SELL
$17.66 - $31.17 $2,649 - $4,675
-150 Reduced 1.2%
12,400 $258,000
Q3 2018

Nov 15, 2018
SELL
N/A
-675 Reduced 5.1%
12,550 $346,000
Q1 2018

May 15, 2018
BUY
N/A
4,800 Added 56.97%
13,225 $365,000
Q4 2017

Feb 15, 2018
BUY
N/A
8,425
8,425 $235,000

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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

Track First Wilshire Securities Management Inc Portfolio

Follow First Wilshire Securities Management Inc 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 First Wilshire Securities Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on First Wilshire Securities Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email