Iht Wealth Management, LLC Financial Sector Spdr Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 371,228 shares of XLF stock, worth $19.4 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
371,228
Previous 311,777 19.07%
Holding current value
$19.4 Million
Previous $15.5 Million 25.19%
% of portfolio
0.57%
Previous 0.51%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$43.92 - $52.37 $2.61 Million - $3.11 Million
59,451 Added 19.07%
371,228 $19.4 Million
Q1 2025

May 15, 2025
BUY
$47.32 - $52.19 $1.55 Million - $1.71 Million
32,720 Added 11.73%
311,777 $15.5 Million
Q4 2024

Feb 14, 2025
BUY
$44.89 - $51.34 $895,151 - $1.02 Million
19,941 Added 7.7%
279,057 $13.5 Million
Q3 2024

Nov 14, 2024
BUY
$40.84 - $45.74 $4.23 Million - $4.73 Million
103,513 Added 66.52%
259,116 $11.7 Million
Q2 2024

Aug 14, 2024
SELL
$39.59 - $42.49 $757,435 - $812,918
-19,132 Reduced 10.95%
155,603 $6.4 Million
Q1 2024

May 15, 2024
BUY
$37.27 - $42.12 $1.64 Million - $1.86 Million
44,054 Added 33.71%
174,735 $7.36 Million
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $149,859 - $179,735
-4,765 Reduced 3.52%
130,681 $4.91 Million
Q3 2023

Nov 14, 2023
SELL
$33.17 - $35.6 $2.67 Million - $2.86 Million
-80,455 Reduced 37.26%
135,446 $4.49 Million
Q2 2023

Aug 14, 2023
SELL
$31.55 - $33.71 $411,128 - $439,275
-13,031 Reduced 5.69%
215,901 $7.28 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $2.5 Million - $2.98 Million
80,666 Added 54.41%
228,932 $7.36 Million
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $347,850 - $416,984
11,484 Added 8.4%
148,266 $5.07 Million
Q3 2022

Nov 22, 2022
BUY
$30.36 - $35.81 $1.02 Million - $1.21 Million
33,668 Added 32.65%
136,782 $4.15 Million
Q2 2022

Aug 15, 2022
SELL
$30.84 - $38.22 $2.47 Million - $3.06 Million
-80,063 Reduced 43.71%
103,114 $3.24 Million
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $1.99 Million - $2.31 Million
55,710 Added 43.71%
183,177 $7.02 Million
Q4 2021

Feb 14, 2022
SELL
$37.54 - $40.62 $162,285 - $175,600
-4,323 Reduced 3.28%
127,467 $4.98 Million
Q3 2021

Nov 15, 2021
SELL
$35.11 - $39.0 $839,339 - $932,334
-23,906 Reduced 15.35%
131,790 $4.95 Million
Q2 2021

Aug 16, 2021
BUY
$34.47 - $38.47 $2.63 Million - $2.94 Million
76,429 Added 96.42%
155,696 $5.71 Million
Q1 2021

May 18, 2021
BUY
$28.95 - $34.77 $50,836 - $61,056
1,756 Added 2.27%
79,267 $2.7 Million
Q4 2020

Feb 17, 2021
BUY
$23.61 - $29.48 $53,146 - $66,359
2,251 Added 2.99%
77,511 $2.29 Million
Q3 2020

Nov 19, 2020
SELL
$22.68 - $25.49 $170,712 - $191,863
-7,527 Reduced 9.09%
75,260 $1.81 Million
Q2 2020

Aug 14, 2020
SELL
$19.55 - $26.74 $246,818 - $337,592
-12,625 Reduced 13.23%
82,787 $1.92 Million
Q1 2020

May 13, 2020
BUY
$17.66 - $31.17 $731,424 - $1.29 Million
41,417 Added 76.71%
95,412 $1.99 Million
Q4 2019

Feb 18, 2020
SELL
$26.78 - $30.94 $303,979 - $351,199
-11,351 Reduced 17.37%
53,995 $1.66 Million
Q3 2019

Nov 15, 2019
SELL
$27.86 - $28.52 $400,403 - $409,889
-14,372 Reduced 18.03%
65,346 $1.83 Million
Q2 2019

Aug 12, 2019
BUY
N/A
7,147 Added 9.85%
79,718 $2.2 Million
Q1 2019

May 16, 2019
SELL
N/A
-12,773 Reduced 14.97%
72,571 $1.87 Million
Q4 2018

Feb 15, 2019
BUY
N/A
2,692 Added 3.26%
85,344 $2.03 Million
Q3 2018

Nov 14, 2018
BUY
N/A
10,384 Added 14.37%
82,652 $2.28 Million
Q2 2018

Aug 13, 2018
BUY
N/A
42,619 Added 143.75%
72,268 $1.92 Million
Q1 2018

May 15, 2018
BUY
N/A
7,409 Added 33.31%
29,649 $799,000
Q4 2017

Feb 14, 2018
BUY
N/A
9,452 Added 73.91%
22,240 $631,000
Q3 2017

Nov 14, 2017
BUY
N/A
12,788
12,788 $336,000

Others Institutions Holding XLF

# of Institutions
2,134
Shares Held
986M
Call Options Held
156M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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