Hhm Wealth Advisors, LLC Financial Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,559 shares of XLF stock, worth $75,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,559

Previous 1,595 2.26%

Holding current value

$75,346

Previous $65,000 7.69%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.84 - $45.74 $1,470 - $1,646	-36 Reduced 2.26%	1,559 $70,000
Q2 2024 Aug 07, 2024	BUY	$39.59 - $42.49 $6,532 - $7,010	165 Added 11.54%	1,595 $65,000
Q3 2023 Nov 03, 2023	SELL	$33.17 - $35.6 $2,819 - $3,026	-85 Reduced 5.61%	1,430 $47,000
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $473 - $505	-15 Reduced 0.98%	1,515 $51,000
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $2,574 - $3,086	85 Added 5.88%	1,530 $0
Q3 2022 Nov 04, 2022	SELL	$30.36 - $35.81 $12,599 - $14,861	-415 Reduced 22.31%	1,445 $44,000
Q2 2022 Aug 08, 2022	BUY	$30.84 - $38.22 $28,681 - $35,544	930 Added 100.0%	1,860 $58,000
Q1 2022 Apr 27, 2022	BUY	$35.66 - $41.42 $17,830 - $20,710	500 Added 116.28%	930 $36,000
Q1 2021 Apr 23, 2021	SELL	$28.95 - $34.77 $2,895 - $3,477	-100 Reduced 18.87%	430 $15,000
Q4 2020 Jan 28, 2021	BUY	$23.61 - $29.48 $2,361 - $2,948	100 Added 23.26%	530 $16,000
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $6,237 - $7,009	-275 Reduced 39.01%	430 $10,000
Q1 2020 May 12, 2020	BUY	$17.66 - $31.17 $12,450 - $21,974	705 New	705 $15,000

Others Institutions Holding XLF

# of Institutions

1,843

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Financial Sector Spdr Transaction History