Strategic Wealth Partners, Ltd. Financial Sector Spdr Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Financial Sector Spdr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 9,813 shares of XLF stock, worth $403,412. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,813
Previous 6,329 55.05%
Holding current value
$403,412
Previous $237,000 74.26%
% of portfolio
0.05%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$37.27 - $42.12 $129,848 - $146,746
3,484 Added 55.05%
9,813 $413,000
Q4 2023

May 20, 2024
BUY
$31.45 - $37.72 $3,648 - $4,375
116 Added 1.87%
6,329 $237,000
Q2 2023

May 20, 2024
BUY
$31.55 - $33.71 $196,020 - $209,440
6,213 New
6,213 $209,000
Q1 2023

Apr 24, 2023
SELL
$30.98 - $37.0 $221,723 - $264,809
-7,157 Closed
0 $0
Q4 2022

Apr 24, 2023
SELL
$33.4 - $36.31 $218,269 - $237,285
-6,535 Reduced 47.73%
7,157 $244,000
Q3 2022

Apr 24, 2023
BUY
N/A
13,692 New
13,692 $0
Q4 2019

Jan 30, 2020
SELL
N/A
-169 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
N/A
55 Added 48.25%
169 $4,000
Q2 2019

Aug 06, 2019
SELL
N/A
-334 Reduced 74.55%
114 $3,000
Q1 2019

May 14, 2019
SELL
N/A
-68 Reduced 13.18%
448 $12,000
Q4 2018

Jan 24, 2019
BUY
N/A
102 Added 24.64%
516 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-90 Reduced 17.86%
414 $11,000
Q1 2018

Jul 13, 2018
BUY
N/A
504 New
504 $14,000

Others Institutions Holding XLF

# of Institutions
1,721
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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