Signature Wealth Management Partners, LLC Financial Sector Spdr Transaction History

Signature Wealth Management Partners, LLC

  • $123 Million
  • Q1 2024

A detailed history of Signature Wealth Management Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 19,680 shares of XLF stock, worth $824,788. This represents 0.68% of its overall portfolio holdings.

Number of Shares
19,680
Previous 20,247 2.8%
Holding current value
$824,788
Previous $761,000 8.8%
% of portfolio
0.68%
Previous 0.67%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$37.27 - $42.12 $21,132 - $23,882
-567 Reduced 2.8%
19,680 $828,000
Q4 2023

Jan 19, 2024
BUY
$31.45 - $37.72 $218,640 - $262,229
6,952 Added 52.29%
20,247 $761,000
Q3 2023

Oct 23, 2023
BUY
$33.17 - $35.6 $1,393 - $1,495
42 Added 0.32%
13,295 $440,000
Q2 2023

Jul 24, 2023
SELL
$31.55 - $33.71 $70,703 - $75,544
-2,241 Reduced 14.46%
13,253 $446,000
Q1 2023

May 02, 2023
SELL
$30.98 - $37.0 $114,440 - $136,678
-3,694 Reduced 19.25%
15,494 $498,000
Q4 2022

Feb 03, 2023
BUY
$33.4 - $36.31 $50,701 - $55,118
1,518 Added 8.59%
19,188 $656,000
Q3 2022

Nov 01, 2022
SELL
N/A
-770 Reduced 4.18%
17,670 $536,000
Q2 2022

Jul 22, 2022
BUY
N/A
1,226 Added 7.12%
18,440 $580,000
Q1 2022

May 10, 2022
BUY
N/A
812 Added 4.95%
17,214 $660,000
Q4 2021

Jan 19, 2022
BUY
N/A
608 Added 3.85%
16,402 $640,000
Q2 2021

Jul 29, 2021
SELL
N/A
-300 Reduced 1.86%
15,794 $579,000
Q1 2021

May 14, 2021
BUY
N/A
300 Added 1.9%
16,094 $548,000
Q4 2020

Feb 16, 2021
BUY
N/A
15,794 New
15,794 $466,000

Others Institutions Holding XLF

# of Institutions
1,732
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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