Taylor & Morgan Wealth Management, LLC Financial Sector Spdr Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 18,987 shares of XLF stock, worth $963,020. This represents 0.66% of its overall portfolio holdings.

Number of Shares

18,987

Previous 17,203 10.37%

Holding current value

$963,020

Previous $779,000 17.72%

% of portfolio

0.66%

Previous 0.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$44.89 - $51.34 $80,083 - $91,590	1,784 Added 10.37%	18,987 $917,000
Q3 2024 Oct 24, 2024	BUY	$40.84 - $45.74 $1,837 - $2,058	45 Added 0.26%	17,203 $779,000
Q2 2024 Jul 16, 2024	SELL	$39.59 - $42.49 $24,387 - $26,173	-616 Reduced 3.47%	17,158 $705,000
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $52,997 - $59,894	-1,422 Reduced 7.41%	17,774 $748,000
Q4 2023 Jan 10, 2024	BUY	$31.45 - $37.72 $19,121 - $22,933	608 Added 3.27%	19,196 $721,000
Q3 2023 Oct 05, 2023	BUY	$33.17 - $35.6 $2,056 - $2,207	62 Added 0.33%	18,588 $616,000
Q2 2023 Jul 13, 2023	SELL	$31.55 - $33.71 $6,720 - $7,180	-213 Reduced 1.14%	18,526 $624,000
Q1 2023 Apr 06, 2023	SELL	$30.98 - $37.0 $3,190 - $3,811	-103 Reduced 0.55%	18,739 $602,000
Q4 2022 Jan 17, 2023	SELL	$30.29 - $36.31 $26,503 - $31,771	-875 Reduced 4.44%	18,842 $0
Q3 2022 Oct 12, 2022	SELL	$30.36 - $35.81 $3,764 - $4,440	-124 Reduced 0.62%	19,717 $599,000
Q2 2022 Jul 08, 2022	SELL	$30.84 - $38.22 $7,432 - $9,211	-241 Reduced 1.2%	19,841 $624,000
Q1 2022 Apr 18, 2022	BUY	$35.66 - $41.42 $18,864 - $21,911	529 Added 2.71%	20,082 $770,000
Q4 2021 Jan 21, 2022	BUY	$37.54 - $40.62 $734,019 - $794,242	19,553 New	19,553 $764,000

Others Institutions Holding XLF

# of Institutions

1,863

Shares Held

703M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Taylor & Morgan Wealth Management, LLC Financial Sector Spdr Transaction History