Regent Peak Wealth Advisors LLC Financial Sector Spdr Transaction History

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,333 shares of XLF stock, worth $224,276. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,333
Previous 4,333 -0.0%
Holding current value
$224,276
Previous $213,000 9.39%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 07, 2025
BUY
$44.89 - $51.34 $194,508 - $222,456
4,333 New
4,333 $209,000
Q2 2021

Aug 16, 2021
SELL
$34.47 - $38.47 $265,625 - $296,449
-7,706 Closed
0 $0
Q1 2021

Apr 28, 2021
BUY
$28.95 - $34.77 $64,095 - $76,980
2,214 Added 40.31%
7,706 $262,000
Q4 2020

Feb 12, 2021
BUY
$23.61 - $29.48 $129,666 - $161,904
5,492 New
5,492 $162,000

Others Institutions Holding XLF

# of Institutions
2,154
Shares Held
761M
Call Options Held
155M
Put Options Held
261M
View Full List

About FINANCIAL SECTOR SPDR

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