Peterson Wealth Management Financial Sector Spdr Transaction History

Peterson Wealth Management

$167 Million
Q2 2025

A detailed history of Peterson Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 99,158 shares of XLF stock, worth $5.2 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

99,158

Previous 13,682 624.73%

Holding current value

$5.2 Million

Previous $681,000 662.41%

% of portfolio

3.11%

Previous 0.46%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 15, 2025	BUY	$43.92 - $52.37 $3.75 Million - $4.48 Million	85,476 Added 624.73%	99,158 $5.19 Million
Q1 2025 Jun 16, 2025	BUY	$47.32 - $52.19 $49,070 - $54,121	1,037 Added 8.2%	13,682 $681,000
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

2,161

Shares Held

765M

Call Options Held

136M

Put Options Held

251M

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