Massachusetts Wealth Management Financial Sector Spdr Transaction History

Massachusetts Wealth Management

$149 Billion
Q2 2024

A detailed history of Massachusetts Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Massachusetts Wealth Management holds 64,236 shares of XLF stock, worth $2.81 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

64,236

Previous 55,216 16.34%

Holding current value

$2.81 Million

Previous $2.33 Billion 13.55%

% of portfolio

1.77%

Previous 1.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$39.59 - $42.49 $357,101 - $383,259	9,020 Added 16.34%	64,236 $2.64 Billion
Q1 2024 Apr 19, 2024	BUY	$37.27 - $42.12 $174,460 - $197,163	4,681 Added 9.26%	55,216 $2.33 Billion
Q4 2023 Jan 24, 2024	BUY	$31.45 - $37.72 $200,493 - $240,465	6,375 Added 14.44%	50,535 $1.9 Billion
Q3 2023 Oct 24, 2023	BUY	$33.17 - $35.6 $103,656 - $111,250	3,125 Added 7.62%	44,160 $1.46 Billion
Q2 2023 Aug 03, 2023	BUY	$31.55 - $33.71 $100,644 - $107,534	3,190 Added 8.43%	41,035 $1.38 Billion
Q1 2023 Apr 26, 2023	SELL	$30.98 - $37.0 $55,764 - $66,600	-1,800 Reduced 4.54%	37,845 $1.22 Billion
Q4 2022 Feb 16, 2023	BUY	$33.4 - $36.31 $1.32 Million - $1.44 Million	39,645 New	39,645 $1.45 Billion

Others Institutions Holding XLF

# of Institutions

1,723

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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Massachusetts Wealth Management Financial Sector Spdr Transaction History