National Wealth Management Group, LLC Financial Sector Spdr Transaction History

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,969 shares of XLF stock, worth $360,715. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,969
Previous 4,336 60.72%
Holding current value
$360,715
Previous $227 Million 65.33%
% of portfolio
0.14%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$51.37 - $54.25 $135,257 - $142,840
2,633 Added 60.72%
6,969 $375 Million
Q2 2025

Sep 25, 2025
BUY
$43.92 - $52.37 $190,437 - $227,076
4,336 New
4,336 $227 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $257,784 - $307,877
8,321 New
8,321 $265 Million
Q2 2022

Nov 17, 2023
SELL
$30.84 - $38.22 $620,593 - $769,101
-20,123 Closed
0 $0
Q1 2022

Nov 17, 2023
SELL
$35.66 - $41.42 $82,231 - $95,514
-2,306 Reduced 10.28%
20,123 $771 Million
Q4 2021

Nov 17, 2023
BUY
$37.54 - $40.62 $841,984 - $911,065
22,429 New
22,429 $876 Million

Others Institutions Holding XLF

# of Institutions
2,154
Shares Held
761M
Call Options Held
155M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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