A detailed history of Simplicity Wealth,Llc transactions in Financial Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 28,761 shares of XLF stock, worth $1.43 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
28,761
Previous 52,699 45.42%
Holding current value
$1.43 Million
Previous $2.17 Million 39.84%
% of portfolio
0.13%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$40.84 - $45.74 $977,627 - $1.09 Million
-23,938 Reduced 45.42%
28,761 $1.3 Million
Q2 2024

Jul 10, 2024

SELL
$39.59 - $42.49 $44,776 - $48,056
-1,131 Reduced 2.1%
52,699 $2.17 Million
Q1 2024

Apr 24, 2024

BUY
$37.27 - $42.12 $2.01 Million - $2.27 Million
53,830 New
53,830 $2.27 Million
Q3 2022

Oct 12, 2022

SELL
$30.36 - $35.81 $6,223 - $7,341
-205 Reduced 1.31%
15,467 $470,000
Q2 2022

Jul 19, 2022

SELL
$30.84 - $38.22 $370,727 - $459,442
-12,021 Reduced 43.41%
15,672 $493,000
Q1 2022

May 20, 2022

SELL
$35.66 - $41.42 $2.39 Million - $2.78 Million
-67,159 Reduced 70.8%
27,693 $1.06 Million
Q4 2021

Feb 25, 2022

BUY
$37.54 - $40.62 $3.56 Million - $3.85 Million
94,852 New
94,852 $3.7 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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