Ritholtz Wealth Management Financial Sector Spdr Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Ritholtz Wealth Management holds 8,802 shares of XLF stock, worth $433,146. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,802

Previous 8,248 6.72%

Holding current value

$433,146

Previous $373,000 13.94%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $24,869 - $28,442	554 Added 6.72%	8,802 $425,000
Q3 2024 Oct 10, 2024	SELL	$40.84 - $45.74 $77,187 - $86,448	-1,890 Reduced 18.64%	8,248 $373,000
Q2 2024 Jul 31, 2024	BUY	$39.59 - $42.49 $131,715 - $141,364	3,327 Added 48.85%	10,138 $416,000
Q1 2024 Apr 24, 2024	SELL	$37.27 - $42.12 $10,920 - $12,341	-293 Reduced 4.12%	6,811 $286,000
Q4 2023 Jan 18, 2024	BUY	$31.45 - $37.72 $125 - $150	4 Added 0.06%	7,104 $267,000
Q3 2023 Oct 13, 2023	BUY	$33.17 - $35.6 $28,194 - $30,260	850 Added 13.6%	7,100 $235,000
Q2 2023 Jul 14, 2023	BUY	$31.55 - $33.71 $197,187 - $210,687	6,250 New	6,250 $210,000
Q3 2022 Oct 18, 2022	BUY	$30.36 - $35.81 $275,881 - $325,405	9,087 New	9,087 $276,000
Q3 2020 Oct 23, 2020	SELL	$22.68 - $25.49 $199,856 - $224,617	-8,812 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$19.55 - $26.74 $172,274 - $235,632	8,812 New	8,812 $204,000

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Ritholtz Wealth Management Financial Sector Spdr Transaction History