Sugarloaf Wealth Management, LLC Financial Sector Spdr Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 75 shares of XLF stock, worth $3,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 75 -0.0%

Holding current value

$3,624

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$31.45 - $37.72 $18,303 - $21,953	-582 Reduced 88.58%	75 $2,000
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $99 - $106	3 Added 0.46%	657 $21,000
Q2 2023 Jul 13, 2023	BUY	$31.55 - $33.71 $9,401 - $10,045	298 Added 83.71%	654 $22,000
Q1 2023 Apr 26, 2023	BUY	$30.98 - $37.0 $30 - $37	1 Added 0.28%	356 $11,000
Q4 2022 Feb 03, 2023	SELL	$30.29 - $36.31 $7,148 - $8,569	-236 Reduced 39.93%	355 $12,000
Q3 2022 Oct 11, 2022	BUY	$30.36 - $35.81 $30 - $35	1 Added 0.17%	591 $18,000
Q2 2022 Jul 12, 2022	BUY	$30.84 - $38.22 $61 - $76	2 Added 0.34%	590 $19,000
Q1 2022 Apr 25, 2022	BUY	$35.66 - $41.42 $9,842 - $11,431	276 Added 88.46%	588 $23,000
Q2 2021 Jul 20, 2021	SELL	$34.47 - $38.47 $16,821 - $18,773	-488 Reduced 61.0%	312 $11,000
Q1 2021 Apr 19, 2021	BUY	$28.95 - $34.77 $14,127 - $16,967	488 Added 156.41%	800 $11,000
Q4 2019 Jan 29, 2020	BUY	$26.78 - $30.94 $8,355 - $9,653	312 New	312 $10,000

Others Institutions Holding XLF

# of Institutions

1,843

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Account

Sugarloaf Wealth Management, LLC Financial Sector Spdr Transaction History