Hennion & Walsh Asset Management, Inc. Financial Sector Spdr Transaction History

Hennion & Walsh Asset Management, Inc.

$2.1 Billion
Q4 2024

A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 14,863 shares of XLF stock, worth $764,998. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,863

Previous 13,093 13.52%

Holding current value

$764,998

Previous $593,000 21.08%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $79,455 - $90,871	1,770 Added 13.52%	14,863 $718,000
Q3 2024 Oct 22, 2024	BUY	$40.84 - $45.74 $28,710 - $32,155	703 Added 5.67%	13,093 $593,000
Q2 2024 Jul 19, 2024	SELL	$39.59 - $42.49 $3,404 - $3,654	-86 Reduced 0.69%	12,390 $509,000
Q1 2024 Apr 17, 2024	BUY	$37.27 - $42.12 $232,080 - $262,281	6,227 Added 99.65%	12,476 $525,000
Q4 2023 Jan 10, 2024	BUY	$31.45 - $37.72 $196,531 - $235,712	6,249 New	6,249 $234,000

Others Institutions Holding XLF

# of Institutions

1,900

Shares Held

710M

Call Options Held

160M

Put Options Held

323M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Hennion & Walsh Asset Management, Inc. Financial Sector Spdr Transaction History