A detailed history of Slate Stone Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 8,527 shares of XLF stock, worth $424,644. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,527
Previous 8,527 -0.0%
Holding current value
$424,644
Previous $351,000 9.97%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

SELL
$31.55 - $33.71 $5,647 - $6,034
-179 Reduced 2.06%
8,527 $287,000
Q4 2022

Feb 01, 2023

BUY
$30.29 - $36.31 $33,319 - $39,941
1,100 Added 14.46%
8,706 $297,000
Q2 2022

Aug 04, 2022

BUY
$30.84 - $38.22 $48,696 - $60,349
1,579 Added 26.2%
7,606 $239,000
Q1 2021

Apr 19, 2021

BUY
$28.95 - $34.77 $174,481 - $209,558
6,027 New
6,027 $205,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.