Spire Wealth Management Financial Sector Spdr Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 761,062 shares of XLF stock, worth $34.4 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

761,062

Previous 855,907 11.08%

Holding current value

$34.4 Million

Previous $36.1 Million 13.21%

% of portfolio

1.11%

Previous 1.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$39.59 - $42.49 $3.75 Million - $4.03 Million	-94,845 Reduced 11.08%	761,062 $31.3 Million
Q1 2024 Apr 24, 2024	BUY	$37.27 - $42.12 $174,982 - $197,753	4,695 Added 0.55%	855,907 $36.1 Million
Q4 2023 Feb 06, 2024	BUY	$31.45 - $37.72 $8.15 Million - $9.78 Million	259,270 Added 43.8%	851,212 $32 Million
Q3 2023 Nov 08, 2023	BUY	$33.17 - $35.6 $3.74 Million - $4.01 Million	112,607 Added 23.49%	591,942 $19.6 Million
Q2 2023 Aug 09, 2023	BUY	$31.55 - $33.71 $1.85 Million - $1.98 Million	58,782 Added 13.98%	479,335 $16.2 Million
Q1 2023 May 09, 2023	BUY	$30.98 - $37.0 $2.37 Million - $2.84 Million	76,654 Added 22.29%	420,553 $13.5 Million
Q4 2022 Feb 03, 2023	SELL	$30.29 - $36.31 $1.04 Million - $1.25 Million	-34,430 Reduced 9.1%	343,899 $11.8 Million
Q3 2022 Nov 07, 2022	SELL	$30.36 - $35.81 $2.4 Million - $2.83 Million	-78,974 Reduced 17.27%	378,329 $11.5 Million
Q2 2022 Jul 22, 2022	SELL	$30.84 - $38.22 $4.8 Million - $5.95 Million	-155,557 Reduced 25.38%	457,303 $14.4 Million
Q1 2022 Apr 18, 2022	SELL	$35.66 - $41.42 $4.34 Million - $5.04 Million	-121,697 Reduced 16.57%	612,860 $23.1 Million
Q4 2021 Jan 14, 2022	BUY	$37.54 - $40.62 $1.68 Million - $1.81 Million	44,628 Added 6.47%	734,557 $28.8 Million
Q3 2021 Oct 22, 2021	SELL	$35.11 - $39.0 $4.26 Million - $4.74 Million	-121,414 Reduced 14.96%	689,929 $25.9 Million
Q2 2021 Jul 26, 2021	BUY	$34.47 - $38.47 $8.01 Million - $8.94 Million	232,293 Added 40.12%	811,343 $29.8 Million
Q1 2021 May 21, 2021	BUY	$28.95 - $34.77 $16.8 Million - $20.1 Million	579,050 New	579,050 $19.6 Million

Others Institutions Holding XLF

# of Institutions

1,729

Shares Held

693M

Call Options Held

184M

Put Options Held

267M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Financial Sector Spdr Transaction History