Principle Wealth Partners LLC Financial Sector Spdr Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 15,401 shares of XLF stock, worth $728,775. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,401

Previous 15,401 -0.0%

Holding current value

$728,775

Previous $633,000 10.11%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$31.45 - $37.72 $2,484 - $2,979	79 Added 0.52%	15,401 $579,000
Q3 2023 Nov 01, 2023	SELL	$33.17 - $35.6 $160,476 - $172,232	-4,838 Reduced 24.0%	15,322 $508,000
Q2 2023 Jul 31, 2023	SELL	$31.55 - $33.71 $56,253 - $60,104	-1,783 Reduced 8.13%	20,160 $679,000
Q1 2023 May 10, 2023	SELL	$30.98 - $37.0 $499,335 - $596,366	-16,118 Reduced 42.35%	21,943 $705,000
Q4 2022 Feb 02, 2023	SELL	$30.29 - $36.31 $315,530 - $378,241	-10,417 Reduced 21.49%	38,061 $1.3 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $663,517 - $782,627	-21,855 Reduced 31.07%	48,478 $1.47 Million
Q2 2022 Aug 02, 2022	SELL	$30.84 - $38.22 $262,448 - $325,252	-8,510 Reduced 10.79%	70,333 $2.21 Million
Q1 2022 May 12, 2022	BUY	$35.66 - $41.42 $193,705 - $224,993	5,432 Added 7.4%	78,843 $3.02 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $170,394 - $184,374	4,539 Added 6.59%	73,411 $2.87 Million
Q3 2021 Nov 16, 2021	BUY	$35.11 - $39.0 $63,338 - $70,356	1,804 Added 2.69%	68,872 $2.59 Million
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $101,755 - $113,563	2,952 Added 4.6%	67,068 $2.46 Million
Q1 2021 May 18, 2021	BUY	$28.95 - $34.77 $13,085 - $15,716	452 Added 0.71%	64,116 $2.18 Million
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $1.08 Million - $1.34 Million	45,569 Added 251.83%	63,664 $1.88 Million
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $9,888 - $11,113	436 Added 2.47%	18,095 $436,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $1,446 - $1,978	74 Added 0.42%	17,659 $409,000
Q1 2020 May 13, 2020	SELL	$17.66 - $31.17 $44,150 - $77,925	-2,500 Reduced 12.45%	17,585 $366,000
Q3 2019 Nov 05, 2019	BUY	$27.86 - $28.52 $153,230 - $156,860	5,500 Added 37.71%	20,085 $562,000
Q2 2019 Nov 05, 2019	SELL	N/A	-1,975 Reduced 11.93%	14,585 $403,000
Q1 2019 Oct 30, 2019	SELL	N/A	-1,650 Reduced 9.06%	16,560 $426,000
Q4 2018 Oct 11, 2019	BUY	N/A	18,210 New	18,210 $434,000

Others Institutions Holding XLF

# of Institutions

1,846

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Financial Sector Spdr Transaction History