Lji Wealth Management, LLC Financial Sector Spdr Transaction History

Lji Wealth Management, LLC

$502 Billion
Q1 2025

A detailed history of Lji Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 33,415 shares of XLF stock, worth $1.76 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

33,415

Previous 33,255 0.48%

Holding current value

$1.76 Million

Previous $1.61 Billion 3.56%

% of portfolio

0.33%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$47.32 - $52.19 $7,571 - $8,350	160 Added 0.48%	33,415 $1.66 Billion
Q4 2024 Jan 28, 2025	SELL	$44.89 - $51.34 $57,234 - $65,458	-1,275 Reduced 3.69%	33,255 $1.61 Billion
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $1.37 Million - $1.47 Million	34,530 New	34,530 $1.42 Billion
Q4 2023 Feb 13, 2024	SELL	$31.45 - $37.72 $42,017 - $50,393	-1,336 Reduced 3.64%	35,394 $1.33 Billion
Q3 2023 Feb 02, 2024	SELL	$33.17 - $35.6 $39,804 - $42,720	-1,200 Reduced 3.16%	36,730 $1.22 Billion
Q2 2023 Feb 02, 2024	BUY	$31.55 - $33.71 $20,665 - $22,080	655 Added 1.76%	37,930 $1.28 Billion
Q1 2023 Feb 02, 2024	BUY	$30.98 - $37.0 $79,928 - $95,460	2,580 Added 7.44%	37,275 $1.2 Billion
Q4 2022 Jan 02, 2024	BUY	$30.29 - $36.31 $1.05 Million - $1.26 Million	34,695 New	34,695 $1.19 Billion

Others Institutions Holding XLF

# of Institutions

2,117

Shares Held

1.01B

Call Options Held

180M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Lji Wealth Management, LLC Financial Sector Spdr Transaction History