Simplicity Wealth,Llc Financial Sector Spdr Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Financial Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,425 shares of XLF stock, worth $217,754. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,425

Previous 28,761 84.61%

Holding current value

$217,754

Previous $1.3 Million 83.65%

% of portfolio

0.05%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$44.89 - $51.34 $1.09 Million - $1.25 Million	-24,336 Reduced 84.61%	4,425 $213,000
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

# of Institutions

2,043

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Simplicity Wealth,Llc Financial Sector Spdr Transaction History