Hb Wealth Management, LLC Financial Sector Spdr Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

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 81,859 shares of XLF stock, worth $4.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
81,859
Previous 81,258 0.74%
Holding current value
$4.01 Million
Previous $3.34 Million 11.05%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email