Glassman Wealth Services Financial Sector Spdr Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$39.59 - $42.49 $4,988 - $5,353	-126 Reduced 0.84%	14,865 $611,000
Q1 2024 May 03, 2024	SELL	$37.27 - $42.12 $10,025 - $11,330	-269 Reduced 1.76%	14,991 $631,000
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $995 - $1,068	30 Added 0.2%	15,260 $506,000
Q2 2023 Aug 08, 2023	SELL	$31.55 - $33.71 $7,572 - $8,090	-240 Reduced 1.55%	15,230 $513,000
Q1 2023 May 04, 2023	BUY	$30.98 - $37.0 $6,629 - $7,918	214 Added 1.4%	15,470 $497,000
Q4 2022 Feb 06, 2023	BUY	$30.29 - $36.31 $787 - $944	26 Added 0.17%	15,256 $521,000
Q2 2022 Aug 04, 2022	SELL	$30.84 - $38.22 $308 - $382	-10 Reduced 0.07%	15,230 $479,000
Q1 2022 Aug 23, 2022	BUY	$35.66 - $41.42 $356 - $414	10 Added 0.07%	15,240 $584,000
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $556,905 - $602,597	14,835 Added 3755.7%	15,230 $595,000
Q3 2021 Nov 10, 2021	SELL	$35.11 - $39.0 $44,624 - $49,569	-1,271 Reduced 76.29%	395 $15,000
Q2 2021 Aug 04, 2021	SELL	$34.47 - $38.47 $1.53 Million - $1.71 Million	-44,521 Reduced 96.39%	1,666 $61,000
Q1 2021 May 05, 2021	BUY	$28.95 - $34.77 $20,265 - $24,339	700 Added 1.54%	46,187 $1.57 Million
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $27,127 - $33,872	1,149 Added 2.59%	45,487 $1.34 Million
Q3 2020 Nov 09, 2020	BUY	$22.68 - $25.49 $5,806 - $6,525	256 Added 0.58%	44,338 $1.07 Million
Q2 2020 Aug 06, 2020	BUY	$19.55 - $26.74 $5,591 - $7,647	286 Added 0.65%	44,082 $1.02 Million
Q1 2020 May 12, 2020	BUY	$17.66 - $31.17 $5,810 - $10,254	329 Added 0.76%	43,796 $912,000
Q4 2019 Feb 07, 2020	BUY	$26.78 - $30.94 $5,811 - $6,713	217 Added 0.5%	43,467 $1.34 Million
Q3 2019 Nov 01, 2019	BUY	$27.86 - $28.52 $6,129 - $6,274	220 Added 0.51%	43,250 $1.21 Million
Q2 2019 Aug 08, 2019	BUY	N/A	218 Added 0.51%	43,030 $1.19 Million
Q1 2019 May 10, 2019	BUY	N/A	219 Added 0.51%	42,812 $1.1 Million
Q4 2018 Feb 06, 2019	BUY	N/A	621 Added 1.48%	42,593 $1.02 Million
Q2 2018 Aug 09, 2018	BUY	N/A	41,972 New	41,972 $1.12 Million

Others Institutions Holding XLF

# of Institutions

1,867

Shares Held

702M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Glassman Wealth Services with notifications on news.

Account