W.G. Shaheen & Associates Dba Whitney & CO Financial Sector Spdr Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Financial Sector Spdr stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 8,335 shares of XLF stock, worth $428,168. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,335
Previous 8,285 0.6%
Holding current value
$428,168
Previous $412,000 5.83%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 05, 2025
BUY
$43.92 - $52.37 $2,196 - $2,618
50 Added 0.6%
8,335 $436,000
Q2 2022

Aug 05, 2022
SELL
$30.84 - $38.22 $1,542 - $1,911
-50 Reduced 0.6%
8,285 $261,000
Q4 2021

Feb 11, 2022
SELL
$37.54 - $40.62 $938 - $1,015
-25 Reduced 0.3%
8,335 $325,000
Q1 2021

May 11, 2021
SELL
$28.95 - $34.77 $4,776 - $5,737
-165 Reduced 1.94%
8,360 $285,000
Q4 2020

Feb 10, 2021
SELL
$23.61 - $29.48 $590 - $737
-25 Reduced 0.29%
8,525 $255,000
Q3 2020

Nov 13, 2020
BUY
$22.68 - $25.49 $193,914 - $217,939
8,550 New
8,550 $206,000
Q1 2020

May 05, 2020
SELL
$17.66 - $31.17 $204,944 - $361,727
-11,605 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$26.78 - $30.94 $6,427 - $7,425
240 Added 2.11%
11,605 $357,000
Q3 2019

Nov 07, 2019
SELL
$27.86 - $28.52 $72,436 - $74,152
-2,600 Reduced 18.62%
11,365 $334,000
Q2 2019

Aug 06, 2019
SELL
N/A
-1,360 Reduced 8.87%
13,965 $385,000
Q1 2019

May 06, 2019
SELL
N/A
-30,560 Reduced 66.6%
15,325 $429,000
Q4 2018

Feb 07, 2019
BUY
N/A
45,885 New
45,885 $1.2 Million

Others Institutions Holding XLF

# of Institutions
2,121
Shares Held
992M
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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