Marcum Wealth, LLC Financial Sector Spdr Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 38,421 shares of XLF stock, worth $1.97 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

38,421

Previous 31,024 23.84%

Holding current value

$1.97 Million

Previous $1.41 Million 32.01%

% of portfolio

0.16%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$44.89 - $51.34 $332,051 - $379,761	7,397 Added 23.84%	38,421 $1.86 Million
Q3 2024 Oct 08, 2024	BUY	$40.84 - $45.74 $256,924 - $287,750	6,291 Added 25.44%	31,024 $1.41 Million
Q2 2024 Jul 02, 2024	BUY	$39.59 - $42.49 $136,427 - $146,420	3,446 Added 16.19%	24,733 $1.02 Million
Q1 2024 Apr 10, 2024	BUY	$37.27 - $42.12 $497,405 - $562,133	13,346 Added 168.06%	21,287 $896,000
Q4 2023 Jan 10, 2024	BUY	$31.45 - $37.72 $220 - $264	7 Added 0.09%	7,941 $298,000
Q3 2023 Oct 10, 2023	SELL	$33.17 - $35.6 $5,141 - $5,518	-155 Reduced 1.92%	7,934 $263,000
Q2 2023 Jul 13, 2023	SELL	$31.55 - $33.71 $26,060 - $27,844	-826 Reduced 9.27%	8,089 $272,000
Q1 2023 Apr 19, 2023	SELL	$30.98 - $37.0 $78,162 - $93,351	-2,523 Reduced 22.06%	8,915 $286,000
Q4 2022 Jan 12, 2023	SELL	$30.29 - $36.31 $3,604 - $4,320	-119 Reduced 1.03%	11,438 $0
Q3 2022 Oct 11, 2022	SELL	$30.36 - $35.81 $6,831 - $8,057	-225 Reduced 1.91%	11,557 $351,000
Q2 2022 Jul 14, 2022	SELL	$30.84 - $38.22 $952,185 - $1.18 Million	-30,875 Reduced 72.38%	11,782 $371,000
Q1 2022 Apr 20, 2022	BUY	$35.66 - $41.42 $137,433 - $159,632	3,854 Added 9.93%	42,657 $1.64 Million
Q4 2021 Feb 01, 2022	BUY	$37.54 - $40.62 $199,525 - $215,895	5,315 Added 15.87%	38,803 $1.52 Million
Q3 2021 Nov 08, 2021	BUY	$35.11 - $39.0 $159,294 - $176,943	4,537 Added 15.67%	33,488 $1.26 Million
Q2 2021 Aug 10, 2021	SELL	$34.47 - $38.47 $75,627 - $84,403	-2,194 Reduced 7.04%	28,951 $1.06 Million
Q1 2021 May 11, 2021	BUY	$28.95 - $34.77 $901,647 - $1.08 Million	31,145 New	31,145 $1.06 Million

Others Institutions Holding XLF

# of Institutions

1,897

Shares Held

708M

Call Options Held

160M

Put Options Held

323M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Financial Sector Spdr Transaction History