Philip James Wealth Mangement, LLC Financial Sector Spdr Transaction History

Philip James Wealth Mangement, LLC

$784 Billion
Q2 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 14,326 shares of XLF stock, worth $742,803. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,326

Previous 14,403 0.53%

Holding current value

$742,803

Previous $717 Million 4.58%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$43.92 - $52.37 $3,381 - $4,032	-77 Reduced 0.53%	14,326 $750 Million
Q1 2025 Apr 24, 2025	SELL	$47.32 - $52.19 $52,856 - $58,296	-1,117 Reduced 7.2%	14,403 $717 Million
Q4 2024 Jan 31, 2025	BUY	$44.89 - $51.34 $1,032 - $1,180	23 Added 0.15%	15,520 $750 Million
Q3 2024 Oct 31, 2024	SELL	$40.84 - $45.74 $2,572 - $2,881	-63 Reduced 0.4%	15,497 $702 Million
Q2 2024 Jul 23, 2024	BUY	$39.59 - $42.49 $475 - $509	12 Added 0.08%	15,560 $640 Million
Q1 2024 Apr 29, 2024	SELL	$37.27 - $42.12 $3,466 - $3,917	-93 Reduced 0.59%	15,548 $655 Million
Q4 2023 Jan 29, 2024	BUY	$31.45 - $37.72 $491,909 - $589,978	15,641 New	15,641 $588 Million

Others Institutions Holding XLF

# of Institutions

2,110

Shares Held

990M

Call Options Held

181M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Philip James Wealth Mangement, LLC Financial Sector Spdr Transaction History