Waypoint Wealth Counsel Financial Sector Spdr Transaction History

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025

A detailed history of Waypoint Wealth Counsel transactions in Financial Sector Spdr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 12,552 shares of XLF stock, worth $658,352. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,552
Previous 14,950 16.04%
Holding current value
$658,352
Previous $783 Million 13.64%
% of portfolio
0.27%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$51.37 - $54.25 $123,185 - $130,091
-2,398 Reduced 16.04%
12,552 $676 Million
Q1 2025

Apr 23, 2025
BUY
$47.32 - $52.19 $8,564 - $9,446
181 Added 1.23%
14,950 $745 Million
Q3 2024

Oct 04, 2024
BUY
$40.84 - $45.74 $603,165 - $675,534
14,769 New
14,769 $669 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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