Lumature Wealth Partners, LLC Financial Sector Spdr Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 18,623 shares of XLF stock, worth $964,671. This represents 0.37% of its overall portfolio holdings.

Number of Shares

18,623

Previous 15,793 17.92%

Holding current value

$964,671

Previous $507,000 23.67%

% of portfolio

0.37%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $89,286 - $95,399	2,830 Added 17.92%	18,623 $627,000
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $22,305 - $26,640	-720 Reduced 4.36%	15,793 $507,000
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $123,552 - $148,108	-4,079 Reduced 19.81%	16,513 $564,000
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $26,200 - $30,904	863 Added 4.37%	20,592 $625,000
Q2 2022 Aug 10, 2022	BUY	$30.84 - $38.22 $30,439 - $37,723	987 Added 5.27%	19,729 $620,000
Q1 2022 May 13, 2022	SELL	$35.66 - $41.42 $11,767 - $13,668	-330 Reduced 1.73%	18,742 $718,000
Q4 2021 Feb 10, 2022	BUY	$37.54 - $40.62 $30,820 - $33,349	821 Added 4.5%	19,072 $745,000
Q3 2021 Oct 29, 2021	BUY	$35.11 - $39.0 $80,928 - $89,895	2,305 Added 14.46%	18,251 $685,000
Q2 2021 Aug 10, 2021	BUY	$34.47 - $38.47 $67,664 - $75,516	1,963 Added 14.04%	15,946 $585,000
Q1 2021 May 11, 2021	BUY	$28.95 - $34.77 $200,999 - $241,408	6,943 Added 98.62%	13,983 $476,000
Q4 2020 Feb 08, 2021	BUY	$23.61 - $29.48 $166,214 - $207,539	7,040 New	7,040 $208,000

Others Institutions Holding XLF

# of Institutions

2,029

Shares Held

762M

Call Options Held

259M

Put Options Held

341M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Lumature Wealth Partners, LLC Financial Sector Spdr Transaction History