Global Wealth Strategies & Associates Financial Sector Spdr Transaction History

Global Wealth Strategies & Associates

$330 Billion
Q1 2025

A detailed history of Global Wealth Strategies & Associates transactions in Financial Sector Spdr stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 4,035 shares of XLF stock, worth $198,562. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,035

Previous 3,464 16.48%

Holding current value

$198,562

Previous $167 Million 20.05%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$47.32 - $52.19 $27,019 - $29,800	571 Added 16.48%	4,035 $201 Million
Q4 2024 Jan 02, 2025	BUY	$44.89 - $51.34 $24,913 - $28,493	555 Added 19.08%	3,464 $167 Million
Q2 2024 Jul 02, 2024	SELL	$39.59 - $42.49 $64,096 - $68,791	-1,619 Reduced 35.76%	2,909 $120 Million
Q4 2023 Jan 02, 2024	SELL	$31.45 - $37.72 $2.7 Million - $3.24 Million	-85,999 Reduced 95.0%	4,528 $170 Million
Q3 2023 Oct 20, 2023	BUY	$33.17 - $35.6 $52,640 - $56,497	1,587 Added 1.78%	90,527 $3 Billion
Q2 2023 Jul 05, 2023	BUY	$31.55 - $33.71 $184,157 - $196,765	5,837 Added 7.02%	88,940 $3 Billion
Q1 2023 Apr 03, 2023	BUY	$30.98 - $37.0 $2.3 Million - $2.75 Million	74,208 Added 834.27%	83,103 $2.67 Billion
Q4 2022 Jan 17, 2023	BUY	$30.29 - $36.31 $269,429 - $322,977	8,895 New	8,895 $304 Million

Others Institutions Holding XLF

# of Institutions

2,049

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Global Wealth Strategies & Associates Financial Sector Spdr Transaction History