True Private Wealth Advisors Financial Sector Spdr Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$39.59 - $42.49 $103,250 - $110,813	-2,608 Reduced 3.53%	71,298 $2.93 Million
Q1 2024 Apr 25, 2024	SELL	$37.27 - $42.12 $9,429 - $10,656	-253 Reduced 0.34%	73,906 $3.11 Million
Q4 2023 Jan 30, 2024	SELL	$31.45 - $37.72 $795,307 - $953,863	-25,288 Reduced 25.43%	74,159 $2.79 Million
Q3 2023 Nov 13, 2023	SELL	$33.17 - $35.6 $193,347 - $207,512	-5,829 Reduced 5.54%	99,447 $3.3 Million
Q2 2023 Aug 11, 2023	BUY	$31.55 - $33.71 $78,717 - $84,106	2,495 Added 2.43%	105,276 $3.55 Million
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $29,523 - $35,261	953 Added 0.94%	102,781 $3.3 Million
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $28,381 - $34,022	937 Added 0.93%	101,828 $3.48 Million
Q3 2022 Nov 04, 2022	BUY	$30.36 - $35.81 $152,741 - $180,160	5,031 Added 5.25%	100,891 $3.06 Million
Q2 2022 Jul 28, 2022	BUY	$30.84 - $38.22 $287,583 - $356,401	9,325 Added 10.78%	95,860 $3.01 Million
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $308,352 - $358,158	8,647 Added 11.1%	86,535 $3.12 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $134,318 - $145,338	3,578 Added 4.81%	77,888 $3.04 Million
Q3 2021 Nov 05, 2021	BUY	$35.11 - $39.0 $88,126 - $97,890	2,510 Added 3.5%	74,310 $2.79 Million
Q2 2021 Aug 10, 2021	SELL	$34.47 - $38.47 $833,656 - $930,396	-24,185 Reduced 25.2%	71,800 $2.63 Million
Q1 2021 May 12, 2021	BUY	$28.95 - $34.77 $1.12 Million - $1.35 Million	38,694 Added 67.54%	95,985 $3.27 Million
Q4 2020 Jan 11, 2021	BUY	$23.61 - $29.48 $69,649 - $86,966	2,950 Added 5.43%	57,291 $1.69 Million
Q3 2020 Oct 09, 2020	BUY	$22.68 - $25.49 $61,167 - $68,746	2,697 Added 5.22%	54,341 $1.31 Million
Q2 2020 Jul 07, 2020	BUY	$19.55 - $26.74 $552,463 - $755,645	28,259 Added 120.84%	51,644 $1.2 Million
Q1 2020 Apr 20, 2020	SELL	$17.66 - $31.17 $147,196 - $259,801	-8,335 Reduced 26.28%	23,385 $486,000
Q4 2019 Jan 27, 2020	SELL	$26.78 - $30.94 $78,733 - $90,963	-2,940 Reduced 8.48%	31,720 $976,000
Q3 2019 Oct 09, 2019	SELL	$27.86 - $28.52 $95,002 - $97,253	-3,410 Reduced 8.96%	34,660 $970,000
Q2 2019 Aug 01, 2019	BUY	N/A	6,357 Added 20.05%	38,070 $1.05 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-2,053 Reduced 6.08%	31,713 $815,000
Q4 2018 Jan 14, 2019	SELL	N/A	-2,649 Reduced 7.27%	33,766 $804,000
Q3 2018 Oct 18, 2018	BUY	N/A	9,333 Added 34.46%	36,415 $0
Q2 2018 Jul 13, 2018	BUY	N/A	27,082 New	27,082 $720,000

Others Institutions Holding XLF

# of Institutions

1,840

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

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Ticker XLF
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