Mgb Wealth Management, LLC Financial Sector Spdr Transaction History

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025

A detailed history of Mgb Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 11,883 shares of XLF stock, worth $635,027. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,883
Previous 9,980 19.07%
Holding current value
$635,027
Previous $482 Million 22.15%
% of portfolio
0.21%
Previous 0.15%

Shares

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

May 09, 2025
BUY
$47.32 - $52.19 $90,049 - $99,317
1,903 Added 19.07%
11,883 $589 Million
Q4 2024

Jan 29, 2025
BUY
$44.89 - $51.34 $9,112 - $10,422
203 Added 2.08%
9,980 $482 Million
Q2 2024

Aug 12, 2024
SELL
$39.59 - $42.49 $39 - $42
-1 Reduced 0.01%
9,777 $414 Million
Q4 2023

Apr 22, 2024
BUY
$31.45 - $37.72 $307,518 - $368,826
9,778 New
9,778 $368 Million

Others Institutions Holding XLF

# of Institutions
2,112
Shares Held
1.01B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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