Fortress Wealth Group, LLC Financial Sector Spdr Transaction History

Fortress Wealth Group, LLC

$203 Million
Q2 2025

A detailed history of Fortress Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 5,048 shares of XLF stock, worth $270,118. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,048

Previous 5,078 0.59%

Holding current value

$270,118

Previous $252,000 4.76%

% of portfolio

0.13%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$43.92 - $52.37 $1,317 - $1,571	-30 Reduced 0.59%	5,048 $264,000
Q1 2025 May 02, 2025	SELL	$47.32 - $52.19 $4,684 - $5,166	-99 Reduced 1.91%	5,078 $252,000
Q1 2024 May 13, 2024	SELL	$37.27 - $42.12 $4,397 - $4,970	-118 Reduced 2.23%	5,177 $218,000
Q4 2023 Jan 12, 2024	BUY	$31.45 - $37.72 $166,527 - $199,727	5,295 New	5,295 $199,000
Q2 2023 Aug 10, 2023	BUY	$31.55 - $33.71 $191,035 - $204,114	6,055 New	6,055 $204,000
Q4 2022 Feb 07, 2023	SELL	$30.29 - $36.31 $2,544 - $3,050	-84 Reduced 0.85%	9,787 $334,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $20,735 - $24,458	-683 Reduced 6.47%	9,871 $300,000
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $1,542 - $1,911	50 Added 0.48%	10,554 $332,000
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $1,283 - $1,491	36 Added 0.34%	10,504 $403,000
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $1,689 - $1,827	45 Added 0.43%	10,468 $430,000
Q3 2021 Nov 04, 2021	SELL	$35.11 - $39.0 $198,476 - $220,467	-5,653 Reduced 35.16%	10,423 $391,000
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $554,139 - $618,443	16,076 New	16,076 $590,000

Others Institutions Holding XLF

# of Institutions

2,134

Shares Held

986M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Fortress Wealth Group, LLC Financial Sector Spdr Transaction History