Hb Wealth Management, LLC Financial Sector Spdr Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 80,455 shares of XLF stock, worth $4.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

80,455

Previous 97,220 17.24%

Holding current value

$4.17 Million

Previous $4.84 Million 12.99%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$43.92 - $52.37 $736,318 - $877,983	-16,765 Reduced 17.24%	80,455 $4.21 Million
Q1 2025 May 07, 2025	BUY	$47.32 - $52.19 $757,640 - $835,614	16,011 Added 19.72%	97,220 $4.84 Million
Q4 2024 Jan 15, 2025	SELL	$44.89 - $51.34 $29,178 - $33,371	-650 Reduced 0.79%	81,209 $3.92 Million
Q3 2024 Oct 15, 2024	BUY	$40.84 - $45.74 $24,544 - $27,489	601 Added 0.74%	81,859 $3.71 Million
Q2 2024 Jul 26, 2024	BUY	$39.59 - $42.49 $735,700 - $789,591	18,583 Added 29.65%	81,258 $3.34 Million
Q1 2024 Apr 30, 2024	BUY	$37.27 - $42.12 $52,103 - $58,883	1,398 Added 2.28%	62,675 $2.64 Million
Q4 2023 Jan 16, 2024	BUY	$31.45 - $37.72 $130,926 - $157,028	4,163 Added 7.29%	61,277 $2.3 Million
Q3 2023 Oct 13, 2023	BUY	$33.17 - $35.6 $34,596 - $37,130	1,043 Added 1.86%	57,114 $1.89 Million
Q2 2023 Jul 13, 2023	BUY	$31.55 - $33.71 $121,783 - $130,120	3,860 Added 7.39%	56,071 $1.89 Million
Q1 2023 Apr 13, 2023	SELL	$30.98 - $37.0 $80,517 - $96,163	-2,599 Reduced 4.74%	52,211 $1.68 Million
Q4 2022 Jan 20, 2023	BUY	$30.29 - $36.31 $460,589 - $552,129	15,206 Added 38.4%	54,810 $0
Q3 2022 Oct 19, 2022	SELL	$30.36 - $35.81 $25,259 - $29,793	-832 Reduced 2.06%	39,604 $1.2 Million
Q2 2022 Jul 15, 2022	BUY	$30.84 - $38.22 $131,655 - $163,161	4,269 Added 11.8%	40,436 $1.27 Million
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $159,685 - $185,478	4,478 Added 14.13%	36,167 $1.39 Million
Q4 2021 Feb 15, 2022	BUY	$37.54 - $40.62 $1.19 Million - $1.29 Million	31,689 New	31,689 $1.24 Million

Others Institutions Holding XLF

# of Institutions

2,110

Shares Held

990M

Call Options Held

181M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Financial Sector Spdr Transaction History