Parisi Gray Wealth Management Financial Sector Spdr Transaction History

Parisi Gray Wealth Management

$301 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$35.66 - $41.42 $206,827 - $240,236	-5,800 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$37.54 - $40.62 $262 - $284	7 Added 0.12%	5,800 $227,000
Q3 2021 Nov 16, 2021	BUY	$35.11 - $39.0 $90,899 - $100,971	2,589 Added 80.81%	5,793 $221,000
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $110,441 - $123,257	3,204 New	3,204 $118,000
Q1 2020 May 13, 2020	SELL	$17.66 - $31.17 $140,962 - $248,798	-7,982 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$26.78 - $30.94 $642 - $742	24 Added 0.3%	7,982 $246,000
Q3 2019 Oct 09, 2019	SELL	$27.86 - $28.52 $83,189 - $85,160	-2,986 Reduced 27.28%	7,958 $223,000
Q2 2019 Jul 19, 2019	SELL	N/A	-13 Reduced 0.12%	10,944 $302,000
Q1 2019 May 14, 2019	SELL	N/A	-42,019 Reduced 79.32%	10,957 $282,000
Q4 2018 Feb 12, 2019	SELL	N/A	-14,861 Reduced 21.91%	52,976 $1.25 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-564 Reduced 0.82%	67,837 $1.89 Million
Q2 2018 Aug 13, 2018	BUY	N/A	49,381 Added 259.63%	68,401 $1.82 Million
Q1 2018 May 11, 2018	BUY	N/A	4,092 Added 27.41%	19,020 $520,000
Q4 2017 Feb 13, 2018	BUY	N/A	14,928	14,928 $417,000

Others Institutions Holding XLF

# of Institutions

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parisi Gray Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Parisi Gray Wealth Management with notifications on news.