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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 110,130 shares of XLF stock, worth $5.65 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

110,130

Previous 112,460 2.07%

Holding current value

$5.65 Million

Previous $5.1 Million 4.43%

% of portfolio

0.68%

Previous 0.65%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,888

Shares Held

707M

Call Options Held

160M

Put Options Held

321M

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About FINANCIAL SECTOR SPDR

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