New Wave Wealth Advisors LLC Financial Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 101,054 shares of XLF stock, worth $5.24 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
101,054
Previous 125,820 19.68%
Holding current value
$5.24 Million
Previous $6.27 Billion 15.56%
% of portfolio
2.25%
Previous 2.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$43.92 - $52.37 $1.09 Million - $1.3 Million
-24,766 Reduced 19.68%
101,054 $5.29 Billion
Q1 2025

Apr 25, 2025
BUY
$47.32 - $52.19 $1.16 Million - $1.28 Million
24,578 Added 24.28%
125,820 $6.27 Billion
Q4 2024

Jan 23, 2025
BUY
$44.89 - $51.34 $1.91 Million - $2.18 Million
42,498 Added 72.34%
101,242 $4.89 Billion
Q3 2024

Oct 23, 2024
BUY
$40.84 - $45.74 $130,320 - $145,956
3,191 Added 5.74%
58,744 $2.66 Billion
Q2 2024

Aug 27, 2024
BUY
$39.59 - $42.49 $2.2 Million - $2.36 Million
55,553 New
55,553 $2.28 Billion

Others Institutions Holding XLF

# of Institutions
2,110
Shares Held
990M
Call Options Held
181M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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