Tempus Wealth Planning, LLC Financial Sector Spdr Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 11,734 shares of XLF stock, worth $569,333. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,734

Previous 11,922 1.58%

Holding current value

$569,333

Previous $540,000 5.0%

% of portfolio

0.19%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$44.89 - $51.34 $8,439 - $9,651	-188 Reduced 1.58%	11,734 $567,000
Q3 2024 Oct 22, 2024	BUY	$40.84 - $45.74 $163 - $182	4 Added 0.03%	11,922 $540,000
Q2 2024 Jul 25, 2024	BUY	$39.59 - $42.49 $28,781 - $30,890	727 Added 6.5%	11,918 $489,000
Q1 2024 Apr 19, 2024	BUY	$37.27 - $42.12 $37 - $42	1 Added 0.01%	11,191 $471,000
Q4 2023 Jan 23, 2024	SELL	$31.45 - $37.72 $7,799 - $9,354	-248 Reduced 2.17%	11,190 $420,000
Q3 2023 Oct 31, 2023	SELL	$33.17 - $35.6 $14,428 - $15,486	-435 Reduced 3.66%	11,438 $379,000
Q2 2023 Jul 21, 2023	SELL	$31.55 - $33.71 $24,104 - $25,754	-764 Reduced 6.05%	11,873 $400,000
Q1 2023 May 08, 2023	BUY	$30.98 - $37.0 $27,510 - $32,856	888 Added 7.56%	12,637 $406,000
Q4 2022 Feb 09, 2023	SELL	$30.29 - $36.31 $1,665 - $1,997	-55 Reduced 0.47%	11,749 $401,000
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $14,512 - $17,117	478 Added 4.22%	11,804 $358,000
Q2 2021 Aug 12, 2021	BUY	$34.47 - $38.47 $390,407 - $435,711	11,326 New	11,326 $416,000

Others Institutions Holding XLF

# of Institutions

2,043

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Tempus Wealth Planning, LLC Financial Sector Spdr Transaction History