A detailed history of Ratio Wealth Group transactions in Financial Sector Spdr stock. As of the latest transaction made, Ratio Wealth Group holds 54,042 shares of XLF stock, worth $2.65 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
54,042
Previous 55,238 2.17%
Holding current value
$2.65 Million
Previous $2.08 Million 9.63%
% of portfolio
0.44%
Previous 0.45%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$37.27 - $42.12 $44,574 - $50,375
-1,196 Reduced 2.17%
54,042 $2.28 Million
Q4 2023

Feb 13, 2024

SELL
$31.45 - $37.72 $336,515 - $403,604
-10,700 Reduced 16.23%
55,238 $2.08 Million
Q3 2023

Nov 14, 2023

SELL
$33.17 - $35.6 $57,019 - $61,196
-1,719 Reduced 2.54%
65,938 $2.19 Million
Q2 2023

Oct 10, 2023

SELL
$31.55 - $33.71 $217,852 - $232,767
-6,905 Reduced 9.26%
67,657 $2.28 Million
Q4 2022

Mar 24, 2023

BUY
$30.29 - $36.31 $545,129 - $653,471
17,997 Added 31.82%
74,562 $2.55 Million
Q3 2022

Mar 24, 2023

SELL
$30.36 - $35.81 $47,574 - $56,114
-1,567 Reduced 2.7%
56,565 $0
Q2 2022

Mar 24, 2023

BUY
$30.84 - $38.22 $1.33 Million - $1.65 Million
43,218 Added 289.78%
58,132 $0
Q1 2022

Mar 24, 2023

BUY
$35.66 - $41.42 $4,600 - $5,343
129 Added 0.87%
14,914 $0
Q4 2021

Mar 24, 2023

SELL
$37.54 - $40.62 $205,456 - $222,313
-5,473 Reduced 27.02%
14,785 $0
Q3 2021

Mar 24, 2023

BUY
$35.11 - $39.0 $208,061 - $231,114
5,926 Added 41.35%
20,258 $0
Q2 2021

Mar 24, 2023

BUY
$34.47 - $38.47 $10,651 - $11,887
309 Added 2.2%
14,332 $0
Q1 2021

Mar 24, 2023

SELL
$28.95 - $34.77 $22,059 - $26,494
-762 Reduced 5.15%
14,023 $0
Q4 2020

Mar 31, 2023

SELL
$23.61 - $29.48 $1.51 Million - $1.89 Million
-64,061 Reduced 85.92%
10,501 $310 Million
Q4 2020

Mar 24, 2023

BUY
$23.61 - $29.48 $349,073 - $435,861
14,785 New
14,785 $0

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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