Peterson Wealth Management Financial Sector Spdr Transaction History

Peterson Wealth Management

  • $167 Million
  • Q4 2024

A detailed history of Peterson Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 12,645 shares of XLF stock, worth $649,826. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,645
Previous 12,707 0.49%
Holding current value
$649,826
Previous $575,000 6.26%
% of portfolio
0.37%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$44.89 - $51.34 $2,783 - $3,183
-62 Reduced 0.49%
12,645 $611,000
Q3 2024

Nov 13, 2024
SELL
$40.84 - $45.74 $4,859 - $5,443
-119 Reduced 0.93%
12,707 $575,000
Q2 2024

Aug 05, 2024
SELL
$39.59 - $42.49 $75,379 - $80,900
-1,904 Reduced 12.93%
12,826 $527,000
Q1 2024

May 15, 2024
SELL
$37.27 - $42.12 $8,795 - $9,940
-236 Reduced 1.58%
14,730 $620,000
Q4 2023

Feb 22, 2024
SELL
$31.45 - $37.72 $465,711 - $558,557
-14,808 Reduced 49.73%
14,966 $562,000
Q3 2023

Nov 14, 2023
SELL
$33.17 - $35.6 $394,523 - $423,426
-11,894 Reduced 28.54%
29,774 $987,000
Q2 2023

Aug 17, 2023
SELL
$31.55 - $33.71 $121,562 - $129,884
-3,853 Reduced 8.46%
41,668 $1.4 Million
Q1 2023

Aug 17, 2023
SELL
$30.98 - $37.0 $7,435 - $8,880
-240 Reduced 0.52%
45,521 $1.46 Million
Q4 2022

Feb 07, 2023
SELL
$30.29 - $36.31 $23,080 - $27,668
-762 Reduced 1.64%
45,761 $1.57 Million
Q3 2022

Oct 13, 2022
BUY
$30.36 - $35.81 $155,898 - $183,884
5,135 Added 12.41%
46,523 $1.41 Million
Q2 2022

Aug 03, 2022
SELL
$30.84 - $38.22 $96,344 - $119,399
-3,124 Reduced 7.02%
41,388 $1.3 Million
Q1 2022

Apr 26, 2022
BUY
$35.66 - $41.42 $1.59 Million - $1.84 Million
44,512 New
44,512 $1.71 Million

Others Institutions Holding XLF

# of Institutions
2,034
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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