Peterson Wealth Management Financial Sector Spdr Transaction History

Peterson Wealth Management

$147 Million
Q1 2025

A detailed history of Peterson Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 13,682 shares of XLF stock, worth $735,681. This represents 0.46% of its overall portfolio holdings.

Number of Shares

13,682

Previous 12,645 8.2%

Holding current value

$735,681

Previous $611,000 11.46%

% of portfolio

0.46%

Previous 0.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,135

Shares Held

986M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peterson Wealth Management with notifications on news.

Account

Peterson Wealth Management Financial Sector Spdr Transaction History