Smart Wealth LLC Financial Sector Spdr Transaction History

Smart Wealth LLC

  • $281 Billion
  • Q4 2024

A detailed history of Smart Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 55,772 shares of XLF stock, worth $2.91 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
55,772
Previous 48,151 15.83%
Holding current value
$2.91 Million
Previous $2.18 Billion 23.52%
% of portfolio
0.96%
Previous 0.86%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$44.89 - $51.34 $342,106 - $391,262
7,621 Added 15.83%
55,772 $2.7 Billion
Q3 2024

Dec 13, 2024
BUY
$40.84 - $45.74 $910,323 - $1.02 Million
22,290 Added 86.19%
48,151 $2.18 Billion
Q2 2024

Dec 13, 2024
BUY
$39.59 - $42.49 $173,047 - $185,723
4,371 Added 20.34%
25,861 $1.06 Billion
Q1 2024

Dec 13, 2024
BUY
$37.27 - $42.12 $800,932 - $905,158
21,490 New
21,490 $905 Million
Q3 2023

Dec 13, 2024
SELL
$33.17 - $35.6 $203,895 - $218,833
-6,147 Closed
0 $0
Q2 2023

Dec 13, 2024
BUY
$31.55 - $33.71 $193,937 - $207,215
6,147 New
6,147 $207 Million
Q1 2023

Dec 13, 2024
SELL
$30.98 - $37.0 $372,038 - $444,333
-12,009 Closed
0 $0
Q4 2022

Dec 13, 2024
BUY
$30.29 - $36.31 $363,752 - $436,046
12,009 New
12,009 $411 Million

Others Institutions Holding XLF

# of Institutions
2,039
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart 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 Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email