Smart Wealth LLC Financial Sector Spdr Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 55,200 shares of XLF stock, worth $2.69 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

55,200

Previous 55,772 1.03%

Holding current value

$2.69 Million

Previous $2.7 Billion 2.01%

% of portfolio

0.99%

Previous 0.96%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$47.32 - $52.19 $27,067 - $29,852	-572 Reduced 1.03%	55,200 $2.75 Billion
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

2,092

Shares Held

767M

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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