Legacy Wealth Asset Management, LLC Financial Sector Spdr Transaction History

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 11,396 shares of XLF stock, worth $597,720. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,396
Previous 11,395 0.01%
Holding current value
$597,720
Previous $596,000 2.85%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$51.37 - $54.25 $51 - $54
1 Added 0.01%
11,396 $613,000
Q1 2025

Apr 08, 2025
BUY
$47.32 - $52.19 $141 - $156
3 Added 0.03%
11,395 $560,000
Q4 2024

Jan 14, 2025
SELL
$44.89 - $51.34 $8,888 - $10,165
-198 Reduced 1.71%
11,392 $550,000
Q3 2021

Oct 19, 2021
BUY
$35.11 - $39.0 $406,924 - $452,010
11,590 New
11,590 $435,000

Others Institutions Holding XLF

# of Institutions
2,161
Shares Held
765M
Call Options Held
136M
Put Options Held
251M
View Full List

About FINANCIAL SECTOR SPDR

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