Peterson Wealth Management Financial Sector Spdr Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

A detailed history of Peterson Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 12,707 shares of XLF stock, worth $629,504. This represents 0.37% of its overall portfolio holdings.

Number of Shares

12,707

Previous 12,826 0.93%

Holding current value

$629,504

Previous $527,000 9.11%

% of portfolio

0.37%

Previous 0.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Peterson Wealth Management Financial Sector Spdr Transaction History