Principle Wealth Partners LLC Financial Sector Spdr Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 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 14,009 shares of XLF stock, worth $725,946. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,009
Previous 15,401 9.04%
Holding current value
$725,946
Previous $697,000 2.87%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$44.89 - $51.34 $62,486 - $71,465
-1,392 Reduced 9.04%
14,009 $677,000
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
1,953
Shares Held
735M
Call Options Held
163M
Put Options Held
317M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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