Tempus Wealth Planning, LLC Financial Sector Spdr Transaction History

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 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 11,922 shares of XLF stock, worth $593,715. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,922
Previous 11,918 0.03%
Holding current value
$593,715
Previous $489,000 10.43%
% of portfolio
0.21%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,838
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
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