A detailed history of Massachusetts Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Massachusetts Wealth Management holds 66,381 shares of XLF stock, worth $3.37 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
66,381
Previous 64,236 3.34%
Holding current value
$3.37 Million
Previous $2.64 Billion 13.92%
% of portfolio
1.9%
Previous 1.77%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$40.84 - $45.74 $87,601 - $98,112
2,145 Added 3.34%
66,381 $3.01 Billion
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
$30.29 - $36.31 $1.2 Million - $1.44 Million
39,645 New
39,645 $1.45 Billion

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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