Up Strategic Wealth Investment Advisors LLC Financial Sector Spdr Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 11,809 shares of XLF stock, worth $619,382. This represents 0.47% of its overall portfolio holdings.

Number of Shares
11,809
Previous 11,809 -0.0%
Holding current value
$619,382
Previous $618 Million 1.66%
% of portfolio
0.47%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$39.59 - $42.49 $4,750 - $5,098
-120 Reduced 1.01%
11,809 $485 Million
Q4 2023

Feb 13, 2024
BUY
$31.45 - $37.72 $375,167 - $449,961
11,929 New
11,929 $449 Million

Others Institutions Holding XLF

# of Institutions
2,161
Shares Held
765M
Call Options Held
136M
Put Options Held
251M
View Full List

About FINANCIAL SECTOR SPDR

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