Waldron Private Wealth LLC Financial Sector Spdr Transaction History

Waldron Private Wealth LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Waldron Private Wealth LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Waldron Private Wealth LLC holds 16,214 shares of XLF stock, worth $832,426. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,214
Previous 11,625 39.48%
Holding current value
$832,426
Previous $561,000 43.85%
% of portfolio
0.04%
Previous 0.02%

Shares

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

May 08, 2025
BUY
$47.32 - $52.19 $217,151 - $239,499
4,589 Added 39.48%
16,214 $807,000
Q4 2024

Jan 23, 2025
SELL
$44.89 - $51.34 $304,803 - $348,598
-6,790 Reduced 36.87%
11,625 $561,000
Q4 2023

Aug 29, 2024
SELL
$31.45 - $37.72 $425,046 - $509,785
-13,515 Reduced 42.33%
18,415 $692,000
Q4 2023

Jan 30, 2024
SELL
$31.45 - $37.72 $425,046 - $509,785
-13,515 Reduced 42.33%
18,415 $692,000
Q3 2023

Aug 29, 2024
SELL
$33.17 - $35.6 $18,044 - $19,366
-544 Reduced 1.68%
31,930 $1.06 Million
Q3 2023

Oct 26, 2023
SELL
$33.17 - $35.6 $18,044 - $19,366
-544 Reduced 1.68%
31,930 $1.06 Million
Q2 2023

Aug 29, 2024
SELL
$31.55 - $33.71 $653,495 - $698,235
-20,713 Reduced 38.94%
32,474 $1.09 Million
Q2 2023

Aug 07, 2023
SELL
$31.55 - $33.71 $653,495 - $698,235
-20,713 Reduced 38.94%
32,474 $1.09 Million
Q1 2023

Aug 29, 2024
BUY
$30.98 - $37.0 $1.08 Million - $1.29 Million
34,772 Added 188.82%
53,187 $1.71 Million
Q1 2023

May 02, 2023
SELL
$30.98 - $37.0 $411,910 - $491,952
-13,296 Reduced 20.0%
53,187 $1.71 Million
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $78,814 - $92,962
-2,596 Reduced 3.76%
66,483 $2.02 Million
Q2 2022

Aug 03, 2022
BUY
$30.84 - $38.22 $9,529 - $11,809
309 Added 0.45%
69,079 $2.17 Million
Q1 2022

May 04, 2022
BUY
$35.66 - $41.42 $910,792 - $1.06 Million
25,541 Added 59.08%
68,770 $2.64 Million
Q4 2021

Feb 02, 2022
SELL
$37.54 - $40.62 $752,601 - $814,349
-20,048 Reduced 31.68%
43,229 $1.69 Million
Q3 2021

Nov 02, 2021
SELL
$35.11 - $39.0 $979,042 - $1.09 Million
-27,885 Reduced 30.59%
63,277 $2.37 Million
Q2 2021

Aug 06, 2021
BUY
$34.47 - $38.47 $2,412 - $2,692
70 Added 0.08%
91,162 $3.34 Million
Q1 2021

May 11, 2021
BUY
$28.95 - $34.77 $4,458 - $5,354
154 Added 0.17%
91,092 $3.1 Million
Q4 2020

Feb 12, 2021
SELL
$23.61 - $29.48 $30,693 - $38,324
-1,300 Reduced 1.41%
90,938 $2.68 Million
Q3 2020

Nov 13, 2020
SELL
$22.68 - $25.49 $61,803 - $69,460
-2,725 Reduced 2.87%
92,238 $2.22 Million
Q2 2020

Aug 11, 2020
BUY
$19.55 - $26.74 $173,858 - $237,798
8,893 Added 10.33%
94,963 $2.2 Million
Q1 2020

May 05, 2020
BUY
$17.66 - $31.17 $1.22 Million - $2.16 Million
69,178 Added 409.53%
86,070 $1.79 Million
Q3 2019

Nov 06, 2019
SELL
$27.86 - $28.52 $99,794 - $102,158
-3,582 Reduced 17.5%
16,892 $472,000
Q4 2018

Feb 13, 2019
BUY
N/A
20,474 New
20,474 $487,000

Others Institutions Holding XLF

# of Institutions
2,107
Shares Held
792M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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