Rmr Wealth Builders Financial Sector Spdr Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in Financial Sector Spdr stock. As of the latest transaction made, Rmr Wealth Builders holds 23,088 shares of XLF stock, worth $1.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,088

Previous 24,431 5.5%

Holding current value

$1.12 Million

Previous $1 Million 4.18%

% of portfolio

0.11%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$40.84 - $45.74 $54,848 - $61,428	-1,343 Reduced 5.5%	23,088 $1.05 Million
Q2 2024 Jul 23, 2024	BUY	$39.59 - $42.49 $443,962 - $476,482	11,214 Added 84.85%	24,431 $1 Million
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $63,508 - $71,772	-1,704 Reduced 11.42%	13,217 $556,000
Q4 2023 Feb 06, 2024	SELL	$31.45 - $37.72 $600,254 - $719,923	-19,086 Reduced 56.12%	14,921 $561,000
Q3 2023 Oct 23, 2023	SELL	$33.17 - $35.6 $17,944 - $19,259	-541 Reduced 1.57%	34,007 $1.13 Million
Q2 2023 Jul 21, 2023	SELL	$31.55 - $33.71 $269,279 - $287,714	-8,535 Reduced 19.81%	34,548 $1.16 Million
Q1 2023 Apr 11, 2023	SELL	$30.98 - $37.0 $248,552 - $296,851	-8,023 Reduced 15.7%	43,083 $1.39 Million
Q4 2022 Feb 02, 2023	SELL	$30.29 - $36.31 $56,399 - $67,609	-1,862 Reduced 3.52%	51,106 $1.75 Million
Q3 2022 Nov 08, 2022	SELL	$30.36 - $35.81 $63,664 - $75,093	-2,097 Reduced 3.81%	52,968 $1.61 Million
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $70,284 - $87,103	2,279 Added 4.32%	55,065 $1.73 Million
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $148,987 - $173,052	4,178 Added 8.6%	52,786 $2.02 Million
Q4 2021 Feb 02, 2022	BUY	$37.54 - $40.62 $211,275 - $228,609	5,628 Added 13.09%	48,608 $1.9 Million
Q3 2021 Oct 18, 2021	BUY	$35.11 - $39.0 $314,655 - $349,518	8,962 Added 26.34%	42,980 $1.61 Million
Q2 2021 Aug 16, 2021	SELL	$34.47 - $38.47 $4,239 - $4,731	-123 Reduced 0.36%	34,018 $1.25 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $466,297 - $560,040	16,107 Added 89.31%	34,141 $1.16 Million
Q4 2020 Feb 26, 2021	BUY	$23.61 - $29.48 $333,538 - $416,463	14,127 Added 361.58%	18,034 $532,000
Q4 2020 Feb 09, 2021	SELL	$23.61 - $29.48 $324,495 - $405,173	-13,744 Reduced 77.87%	3,907 $532,000
Q3 2020 Nov 13, 2020	BUY	$22.68 - $25.49 $383,178 - $430,653	16,895 Added 2234.79%	17,651 $425,000
Q2 2020 Aug 19, 2020	SELL	$19.55 - $26.74 $4,125 - $5,642	-211 Reduced 21.82%	756 $17,000
Q4 2019 Mar 03, 2020	BUY	$26.78 - $30.94 $25,896 - $29,918	967 New	967 $30,000

Others Institutions Holding XLF

# of Institutions

1,842

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Rmr Wealth Builders Financial Sector Spdr Transaction History