A detailed history of Sage Private Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 1,138 shares of XLF stock, worth $55,750. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,138
Previous 1,132 0.53%
Holding current value
$55,750
Previous $36,000 2.78%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022

BUY
$30.36 - $35.81 $182 - $214
6 Added 0.53%
1,138 $35,000
Q2 2022

Aug 01, 2022

BUY
$30.84 - $38.22 $185 - $229
6 Added 0.53%
1,132 $36,000
Q1 2022

May 13, 2022

BUY
$35.66 - $41.42 $178 - $207
5 Added 0.45%
1,126 $43,000
Q4 2021

Jan 24, 2022

BUY
$37.54 - $40.62 $150 - $162
4 Added 0.36%
1,121 $43,000
Q3 2021

Nov 02, 2021

BUY
$35.11 - $39.0 $175 - $195
5 Added 0.45%
1,117 $42,000
Q2 2021

Aug 16, 2021

BUY
$34.47 - $38.47 $137 - $153
4 Added 0.36%
1,112 $41,000
Q1 2021

May 18, 2021

BUY
$28.95 - $34.77 $144 - $173
5 Added 0.45%
1,108 $38,000
Q4 2020

Mar 02, 2021

BUY
$23.61 - $29.48 $26,041 - $32,516
1,103 New
1,103 $33,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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