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

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 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 13,998 shares of XLF stock, worth $727,196. This represents 0.59% of its overall portfolio holdings.

Number of Shares
13,998
Previous 11,161 25.42%
Holding current value
$727,196
Previous $556 Million 31.86%
% of portfolio
0.59%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$43.92 - $52.37 $124,601 - $148,573
2,837 Added 25.42%
13,998 $733 Million
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
2,123
Shares Held
993M
Call Options Held
181M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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