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

Hennion & Walsh Asset Management, Inc.

$2.15 Billion
Q1 2025

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 27,189 shares of XLF stock, worth $1.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

27,189

Previous 14,863 82.93%

Holding current value

$1.34 Million

Previous $718,000 86.21%

% of portfolio

0.06%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$47.32 - $52.19 $583,266 - $643,293	12,326 Added 82.93%	27,189 $1.34 Million
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

2,049

Shares Held

762M

Call Options Held

260M

Put Options Held

336M

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