Total Wealth Planning & Management, Inc. Financial Sector Spdr Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 11,161 shares of XLF stock, worth $535,951. This represents 0.53% of its overall portfolio holdings.

Number of Shares
11,161
Previous 14,300 21.95%
Holding current value
$535,951
Previous $691 Million 19.56%
% of portfolio
0.53%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$47.32 - $52.19 $148,537 - $163,824
-3,139 Reduced 21.95%
11,161 $556 Million
Q4 2024

Feb 28, 2025
BUY
$44.89 - $51.34 $641,927 - $734,162
14,300 New
14,300 $691 Million

Others Institutions Holding XLF

# of Institutions
2,071
Shares Held
763M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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