Marion Wealth Management Financial Sector Spdr Transaction History

Marion Wealth Management

  • $371 Million
  • Q1 2025

A detailed history of Marion Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Marion Wealth Management holds 5,288 shares of XLF stock, worth $260,222. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,288
Previous 5,773 8.4%
Holding current value
$260,222
Previous $279,000 6.81%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$47.32 - $52.19 $22,950 - $25,312
-485 Reduced 8.4%
5,288 $260,000
Q4 2024

Jan 13, 2025
BUY
$44.89 - $51.34 $1,167 - $1,334
26 Added 0.45%
5,773 $279,000
Q3 2024

Oct 07, 2024
SELL
$40.84 - $45.74 $571 - $640
-14 Reduced 0.24%
5,747 $260,000
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
2,044
Shares Held
761M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Marion Wealth Management Portfolio

Follow Marion Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email