A detailed history of Invictus Private Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Invictus Private Wealth, LLC holds 761,281 shares of XLF stock, worth $34.8 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
761,281
Previous 734,491 3.65%
Holding current value
$34.8 Million
Previous $30.9 Billion 1.16%
% of portfolio
2.63%
Previous 2.75%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$39.59 - $42.49 $1.06 Million - $1.14 Million
26,790 Added 3.65%
761,281 $31.3 Billion
Q1 2024

May 13, 2024

BUY
$37.27 - $42.12 $353,990 - $400,055
9,498 Added 1.31%
734,491 $30.9 Billion
Q4 2023

Feb 12, 2024

BUY
$31.45 - $37.72 $806,220 - $966,952
25,635 Added 3.67%
724,993 $27.3 Billion
Q3 2023

Oct 04, 2023

BUY
$33.17 - $35.6 $1.1 Million - $1.18 Million
33,237 Added 4.99%
699,358 $23.2 Billion
Q2 2023

Aug 24, 2023

BUY
$31.55 - $33.71 $670,500 - $716,404
21,252 Added 3.3%
666,121 $22.5 Billion
Q1 2023

Jun 05, 2023

BUY
$30.98 - $37.0 $960,906 - $1.15 Million
31,017 Added 5.05%
644,869 $20.7 Billion
Q4 2022

Jun 05, 2023

BUY
$30.29 - $36.31 $18.6 Million - $22.3 Million
613,852 New
613,852 $21 Billion

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Invictus Private Wealth, LLC Portfolio

Follow Invictus Private Wealth, 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 Invictus Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invictus Private Wealth, LLC with notifications on news.