Loveless Wealth Management LLC Financial Sector Spdr Transaction History

Loveless Wealth Management LLC

$153 Million
Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 66,956 shares of XLF stock, worth $3.28 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

66,956

Previous 66,566 0.59%

Holding current value

$3.28 Million

Previous $2.55 Million 17.44%

% of portfolio

1.38%

Previous 1.44%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$30.84 - $38.22 $12,027 - $14,905	390 Added 0.59%	66,956 $2.11 Million
Q1 2022 May 11, 2022	BUY	$35.66 - $41.42 $20,147 - $23,402	565 Added 0.86%	66,566 $2.55 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $118,063 - $127,749	3,145 Added 5.0%	66,001 $2.58 Million
Q3 2021 Nov 12, 2021	BUY	$35.11 - $39.0 $207,745 - $230,763	5,917 Added 10.39%	62,856 $2.36 Million
Q2 2021 Jul 28, 2021	BUY	$34.47 - $38.47 $149,392 - $166,728	4,334 Added 8.24%	56,939 $2.09 Million
Q1 2021 May 03, 2021	BUY	$28.95 - $34.77 $109,286 - $131,256	3,775 Added 7.73%	52,605 $1.79 Million
Q4 2020 Jan 27, 2021	BUY	$23.61 - $29.48 $35,415 - $44,220	1,500 Added 3.17%	48,830 $1.44 Million
Q3 2020 Oct 14, 2020	BUY	$22.68 - $25.49 $147,420 - $165,685	6,500 Added 15.92%	47,330 $1.14 Million
Q2 2020 Aug 10, 2020	BUY	$19.55 - $26.74 $116,439 - $159,263	5,956 Added 17.08%	40,830 $945,000
Q1 2020 Apr 20, 2020	BUY	$17.66 - $31.17 $49,483 - $87,338	2,802 Added 8.74%	34,874 $726,000
Q4 2019 Jan 23, 2020	BUY	$26.78 - $30.94 $858,888 - $992,307	32,072 New	32,072 $986,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Account

Loveless Wealth Management LLC Financial Sector Spdr Transaction History