Seven Springs Wealth Group, LLC Financial Sector Spdr Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 10,262 shares of XLF stock, worth $511,047. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,262

Previous 10,262 -0.0%

Holding current value

$511,047

Previous $421,000 10.45%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$31.45 - $37.72 $5,755 - $6,902	-183 Reduced 1.75%	10,262 $385,000
Q1 2023 May 09, 2023	SELL	$30.98 - $37.0 $8,178 - $9,768	-264 Reduced 2.47%	10,445 $335,000
Q4 2022 Feb 08, 2023	SELL	$30.29 - $36.31 $7,057 - $8,460	-233 Reduced 2.13%	10,709 $366,000
Q1 2021 May 07, 2021	SELL	$28.95 - $34.77 $14,590 - $17,524	-504 Reduced 4.4%	10,942 $373,000
Q4 2020 Feb 01, 2021	SELL	$23.61 - $29.48 $120,127 - $149,994	-5,088 Reduced 30.77%	11,446 $337,000
Q3 2020 Oct 19, 2020	BUY	$22.68 - $25.49 $27,216 - $30,587	1,200 Added 7.83%	16,534 $398,000
Q2 2020 Aug 03, 2020	BUY	$19.55 - $26.74 $10,889 - $14,894	557 Added 3.77%	15,334 $355,000
Q1 2020 Apr 20, 2020	BUY	$17.66 - $31.17 $260,961 - $460,599	14,777 New	14,777 $308,000

Others Institutions Holding XLF

# of Institutions

1,838

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Account

Seven Springs Wealth Group, LLC Financial Sector Spdr Transaction History