A detailed history of Titus Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Titus Wealth Management holds 6,741 shares of XLF stock, worth $330,241. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,741
Previous 6,476 4.09%
Holding current value
$330,241
Previous $248,000 14.52%
% of portfolio
0.11%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022

BUY
$30.84 - $38.22 $8,172 - $10,128
265 Added 4.09%
6,741 $212,000
Q1 2022

May 16, 2022

BUY
$35.66 - $41.42 $891 - $1,035
25 Added 0.39%
6,476 $248,000
Q4 2021

Feb 15, 2022

BUY
$37.54 - $40.62 $242,170 - $262,039
6,451 New
6,451 $252,000
Q4 2018

Feb 11, 2019

SELL
N/A
-11,847 Closed
0 $0
Q3 2018

Nov 06, 2018

BUY
N/A
357 Added 3.11%
11,847 $327,000
Q2 2018

Aug 16, 2018

BUY
N/A
1,054 Added 10.1%
11,490 $305,000
Q1 2018

May 15, 2018

SELL
N/A
-8,216 Reduced 44.05%
10,436 $333 Million
Q4 2017

Feb 27, 2018

BUY
N/A
18,652
18,652 $764,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Titus Wealth Management Portfolio

Follow Titus Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.