Marion Wealth Management Financial Sector Spdr Transaction History

Marion Wealth Management

$340 Million
Q2 2024

A detailed history of Marion Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Marion Wealth Management holds 5,761 shares of XLF stock, worth $263,104. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,761

Previous 5,761 -0.0%

Holding current value

$263,104

Previous $242,000 2.48%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$37.27 - $42.12 $11,628 - $13,141	-312 Reduced 5.14%	5,761 $242,000
Q4 2023 Jan 10, 2024	SELL	$31.45 - $37.72 $1.22 Million - $1.47 Million	-38,941 Reduced 86.51%	6,073 $228,000
Q3 2023 Oct 18, 2023	BUY	$33.17 - $35.6 $27,929 - $29,975	842 Added 1.91%	45,014 $1.49 Million
Q2 2023 Jul 24, 2023	BUY	$31.55 - $33.71 $24,198 - $25,855	767 Added 1.77%	44,172 $1.49 Million
Q1 2023 Apr 24, 2023	BUY	$30.98 - $37.0 $70,386 - $84,064	2,272 Added 5.52%	43,405 $1.4 Million
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $172,319 - $206,567	5,689 Added 16.05%	41,133 $0
Q3 2022 Nov 10, 2022	BUY	$30.36 - $35.81 $74,715 - $88,128	2,461 Added 7.46%	35,444 $1.08 Million
Q2 2022 Jul 27, 2022	SELL	$30.84 - $38.22 $172,364 - $213,611	-5,589 Reduced 14.49%	32,983 $1.04 Million
Q1 2022 Apr 08, 2022	SELL	$35.66 - $41.42 $10,519 - $12,218	-295 Reduced 0.76%	38,572 $1.48 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $1.46 Million - $1.58 Million	38,867 New	38,867 $1.52 Million

Others Institutions Holding XLF

# of Institutions

1,728

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Marion Wealth Management Financial Sector Spdr Transaction History