Measured Wealth Private Client Group, LLC Financial Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

$309 Million
Q1 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 65,575 shares of XLF stock, worth $3.33 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

65,575

Previous 10,318 535.54%

Holding current value

$3.33 Million

Previous $498,000 555.82%

% of portfolio

1.06%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$47.32 - $52.19 $2.61 Million - $2.88 Million	55,257 Added 535.54%	65,575 $3.27 Million
Q4 2024 Jan 27, 2025	BUY	$44.89 - $51.34 $158,910 - $181,743	3,540 Added 52.23%	10,318 $498,000
Q3 2024 Oct 25, 2024	SELL	$40.84 - $45.74 $224,865 - $251,844	-5,506 Reduced 44.82%	6,778 $307,000
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $258,126 - $277,034	6,520 Added 113.12%	12,284 $504,000
Q1 2024 Apr 18, 2024	BUY	$37.27 - $42.12 $214,824 - $242,779	5,764 New	5,764 $242,000
Q4 2018 Feb 07, 2019	SELL	N/A	-10,795 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	250 Added 2.37%	10,795 $298,000
Q2 2018 Aug 14, 2018	BUY	N/A	10,545 New	10,545 $280,000

Others Institutions Holding XLF

# of Institutions

2,107

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Measured Wealth Private Client Group, LLC Financial Sector Spdr Transaction History