Geo Wealth Management, LLC Financial Sector Spdr Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 50,079 shares of XLF stock, worth $2.49 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

50,079

Previous 57,575 13.02%

Holding current value

$2.49 Million

Previous $2.37 Million 4.1%

% of portfolio

0.08%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $306,136 - $342,867	-7,496 Reduced 13.02%	50,079 $2.27 Million
Q2 2024 Aug 12, 2024	SELL	$39.59 - $42.49 $978,823 - $1.05 Million	-24,724 Reduced 30.04%	57,575 $2.37 Million
Q1 2024 May 15, 2024	SELL	$37.27 - $42.12 $3.07 Million - $3.47 Million	-82,299 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $2.05 Million - $2.32 Million	55,023 Added 201.73%	82,299 $3.47 Million
Q4 2023 Feb 13, 2024	BUY	$31.45 - $37.72 $655,072 - $785,669	20,829 Added 323.08%	27,276 $1.03 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $79,077 - $84,870	2,384 Added 58.68%	6,447 $213,000
Q2 2023 Aug 10, 2023	BUY	$31.55 - $33.71 $60,134 - $64,251	1,906 Added 88.36%	4,063 $136,000
Q1 2023 May 12, 2023	SELL	$30.98 - $37.0 $25,434 - $30,377	-821 Reduced 27.57%	2,157 $69,000
Q4 2022 Feb 13, 2023	SELL	$30.29 - $36.31 $87,023 - $104,318	-2,873 Reduced 49.1%	2,978 $101,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $4.74 Million - $5.59 Million	-155,983 Reduced 96.38%	5,851 $178,000
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $125,364 - $155,364	-4,065 Reduced 2.45%	161,834 $5.09 Million
Q1 2022 May 13, 2022	SELL	$35.66 - $41.42 $108,798 - $126,372	-3,051 Reduced 1.81%	165,899 $6.36 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $203,954 - $220,688	-5,433 Reduced 3.12%	168,950 $6.6 Million
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $702,200 - $780,000	20,000 Added 12.95%	174,383 $6.54 Million
Q2 2021 Aug 17, 2021	SELL	$34.47 - $38.47 $1.94 Million - $2.17 Million	-56,279 Reduced 26.72%	154,383 $5.66 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $2.08 Million - $2.5 Million	71,808 Added 51.71%	210,662 $7.17 Million
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $517,247 - $645,847	21,908 Added 18.73%	138,854 $4.1 Million
Q3 2020 Nov 13, 2020	BUY	$22.68 - $25.49 $427,767 - $480,766	18,861 Added 19.23%	116,946 $2.82 Million
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $1.92 Million - $2.62 Million	98,085 New	98,085 $2.27 Million

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Financial Sector Spdr Transaction History