Institute For Wealth Management, Llc. Financial Sector Spdr Transaction History

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 107,704 shares of XLF stock, worth $5.49 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
107,704
Previous 110,130 2.2%
Holding current value
$5.49 Million
Previous $5.32 Million 0.79%
% of portfolio
0.7%
Previous 0.68%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$47.32 - $52.19 $114,798 - $126,612
-2,426 Reduced 2.2%
107,704 $5.36 Million
Q4 2024

Jan 23, 2025
SELL
$44.89 - $51.34 $104,593 - $119,622
-2,330 Reduced 2.07%
110,130 $5.32 Million
Q3 2024

Nov 12, 2024
BUY
$40.84 - $45.74 $18,500 - $20,720
453 Added 0.4%
112,460 $5.1 Million
Q2 2024

Jul 25, 2024
SELL
$39.59 - $42.49 $5,582 - $5,991
-141 Reduced 0.13%
112,007 $4.6 Million
Q1 2024

Apr 30, 2024
SELL
$37.27 - $42.12 $28,362 - $32,053
-761 Reduced 0.67%
112,148 $4.72 Million
Q4 2023

Jan 31, 2024
BUY
$31.45 - $37.72 $194,109 - $232,807
6,172 Added 5.78%
112,909 $4.25 Million
Q3 2023

Oct 13, 2023
SELL
$33.17 - $35.6 $19,437 - $20,861
-586 Reduced 0.55%
106,737 $3.54 Million
Q2 2023

Jul 25, 2023
BUY
$31.55 - $33.71 $29,562 - $31,586
937 Added 0.88%
107,323 $3.62 Million
Q1 2023

Apr 20, 2023
SELL
$30.98 - $37.0 $33,861 - $40,441
-1,093 Reduced 1.02%
106,386 $3.42 Million
Q4 2022

Feb 02, 2023
BUY
$30.29 - $36.31 $557,699 - $668,539
18,412 Added 20.67%
107,479 $3.68 Million
Q3 2022

Oct 18, 2022
BUY
$30.36 - $35.81 $32,060 - $37,815
1,056 Added 1.2%
89,067 $2.7 Million
Q2 2022

Jul 25, 2022
BUY
$30.84 - $38.22 $49,744 - $61,648
1,613 Added 1.87%
88,011 $2.77 Million
Q1 2022

Apr 29, 2022
BUY
$35.66 - $41.42 $45,359 - $52,686
1,272 Added 1.49%
86,398 $3.31 Million
Q4 2021

Jan 21, 2022
BUY
$37.54 - $40.62 $106,463 - $115,198
2,836 Added 3.45%
85,126 $3.32 Million
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $146,303 - $162,513
4,167 Added 5.33%
82,290 $3.09 Million
Q2 2021

Jul 21, 2021
BUY
$34.47 - $38.47 $31,746 - $35,430
921 Added 1.19%
78,123 $2.87 Million
Q1 2021

May 04, 2021
BUY
$28.95 - $34.77 $163,451 - $196,311
5,646 Added 7.89%
77,202 $2.63 Million
Q4 2020

Feb 01, 2021
SELL
$23.61 - $29.48 $22,264 - $27,799
-943 Reduced 1.3%
71,556 $2.11 Million
Q3 2020

Nov 03, 2020
BUY
$22.68 - $25.49 $8,663 - $9,737
382 Added 0.53%
72,499 $1.75 Million
Q2 2020

Jul 30, 2020
BUY
$19.55 - $26.74 $43,752 - $59,844
2,238 Added 3.2%
72,117 $1.67 Million
Q1 2020

Apr 29, 2020
SELL
$17.66 - $31.17 $95,134 - $167,912
-5,387 Reduced 7.16%
69,879 $1.46 Million
Q4 2019

Feb 27, 2020
BUY
$26.78 - $30.94 $1.95 Million - $2.26 Million
72,949 Added 3148.42%
75,266 $2.32 Million
Q4 2019

Jan 27, 2020
SELL
$26.78 - $30.94 $2 Million - $2.31 Million
-74,531 Reduced 96.98%
2,317 $2.32 Million
Q3 2019

Oct 28, 2019
SELL
$27.86 - $28.52 $51,429 - $52,647
-1,846 Reduced 2.35%
76,848 $2.15 Million
Q2 2019

Aug 02, 2019
BUY
N/A
1,352 Added 1.75%
78,694 $2.17 Million
Q1 2019

May 15, 2019
BUY
N/A
8,078 Added 11.66%
77,342 $1.99 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-4,363 Reduced 5.93%
69,264 $1.65 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-4,947 Reduced 6.3%
73,627 $2.07 Million
Q2 2018

Aug 10, 2018
BUY
N/A
886 Added 1.14%
78,574 $2.08 Million
Q1 2018

May 15, 2018
SELL
N/A
-1,144 Reduced 1.45%
77,688 $2.12 Million
Q4 2017

Feb 12, 2018
BUY
N/A
3,087 Added 4.08%
78,832 $2.22 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-882 Reduced 1.15%
75,745 $1.96 Million
Q2 2017

Aug 14, 2017
BUY
N/A
76,627
76,627 $1.87 Million

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email