Steel Peak Wealth Management LLC Financial Sector Spdr Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 51,402 shares of XLF stock, worth $2.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
51,402
Previous 49,080 4.73%
Holding current value
$2.63 Million
Previous $2.02 Million 15.47%
% of portfolio
0.1%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$40.84 - $45.74 $94,830 - $106,208
2,322 Added 4.73%
51,402 $2.33 Million
Q2 2024

Jul 16, 2024
SELL
$39.59 - $42.49 $48,893 - $52,475
-1,235 Reduced 2.45%
49,080 $2.02 Million
Q1 2024

Apr 17, 2024
SELL
$37.27 - $42.12 $16,957 - $19,164
-455 Reduced 0.9%
50,315 $2.12 Million
Q4 2023

Jan 23, 2024
SELL
$31.45 - $37.72 $377 - $452
-12 Reduced 0.02%
50,770 $1.91 Million
Q3 2023

Nov 02, 2023
BUY
$33.17 - $35.6 $87,966 - $94,411
2,652 Added 5.51%
50,782 $1.68 Million
Q2 2023

Aug 02, 2023
BUY
$31.55 - $33.71 $257,353 - $274,972
8,157 Added 20.41%
48,130 $1.62 Million
Q1 2023

May 05, 2023
BUY
$30.98 - $37.0 $196,010 - $234,099
6,327 Added 18.8%
39,973 $1.29 Million
Q3 2022

Oct 26, 2022
SELL
$30.36 - $35.81 $15,210 - $17,940
-501 Reduced 1.47%
33,646 $1.02 Million
Q2 2022

Aug 02, 2022
SELL
$30.84 - $38.22 $1.35 Million - $1.67 Million
-43,727 Reduced 56.15%
34,147 $1.07 Million
Q1 2022

May 10, 2022
BUY
$35.66 - $41.42 $724,753 - $841,820
20,324 Added 35.32%
77,874 $2.98 Million
Q4 2021

Jan 31, 2022
BUY
$37.54 - $40.62 $552,588 - $597,926
14,720 Added 34.37%
57,550 $2.25 Million
Q3 2021

Nov 15, 2021
SELL
$35.11 - $39.0 $82,754 - $91,923
-2,357 Reduced 5.22%
42,830 $1.61 Million
Q2 2021

Aug 13, 2021
SELL
$34.47 - $38.47 $56,392 - $62,936
-1,636 Reduced 3.49%
45,187 $1.66 Million
Q1 2021

May 18, 2021
BUY
$28.95 - $34.77 $7,237 - $8,692
250 Added 0.54%
46,823 $1.59 Million
Q4 2020

Feb 04, 2021
BUY
$23.61 - $29.48 $29,158 - $36,407
1,235 Added 2.72%
46,573 $1.37 Million
Q3 2020

Oct 26, 2020
BUY
$22.68 - $25.49 $74,775 - $84,040
3,297 Added 7.84%
45,338 $1.09 Million
Q2 2020

Jul 21, 2020
BUY
$19.55 - $26.74 $151,141 - $206,726
7,731 Added 22.53%
42,041 $973,000
Q1 2020

Apr 16, 2020
BUY
$17.66 - $31.17 $26,119 - $46,100
1,479 Added 4.5%
34,310 $714,000
Q4 2019

Feb 06, 2020
BUY
$26.78 - $30.94 $879,214 - $1.02 Million
32,831 New
32,831 $1.01 Million

Others Institutions Holding XLF

# of Institutions
1,840
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email