A detailed history of Mattern Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mattern Wealth Management LLC holds 6,726 shares of XLF stock, worth $329,506. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,726
Previous 6,726 -0.0%
Holding current value
$329,506
Previous $276,000 10.14%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$37.27 - $42.12 $4,472 - $5,054
120 Added 1.82%
6,726 $283,000
Q4 2023

Feb 12, 2024

SELL
$31.45 - $37.72 $629 - $754
-20 Reduced 0.3%
6,606 $248,000
Q3 2023

Nov 01, 2023

SELL
$33.17 - $35.6 $6,634 - $7,120
-200 Reduced 2.93%
6,626 $219,000
Q2 2023

Jul 26, 2023

SELL
$31.55 - $33.71 $13,566 - $14,495
-430 Reduced 5.93%
6,826 $230,000
Q4 2022

Feb 06, 2023

BUY
$30.29 - $36.31 $219,784 - $263,465
7,256 New
7,256 $248,000
Q2 2022

Jul 25, 2022

SELL
$30.84 - $38.22 $202,958 - $251,525
-6,581 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$34.47 - $38.47 $226,847 - $253,171
6,581 New
6,581 $238,000
Q2 2020

Jul 29, 2020

SELL
$19.55 - $26.74 $249,927 - $341,844
-12,784 Closed
0 $0
Q1 2020

May 13, 2020

SELL
$17.66 - $31.17 $302,233 - $533,443
-17,114 Reduced 57.24%
12,784 $266,000
Q4 2019

Feb 12, 2020

BUY
$26.78 - $30.94 $800,668 - $925,044
29,898 New
29,898 $920,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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