Wcg Wealth Advisors LLC Financial Sector Spdr Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 329,579 shares of XLF stock, worth $17.6 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

329,579

Previous 329,579 -0.0%

Holding current value

$17.6 Million

Previous $16.4 Million -0.0%

% of portfolio

1.35%

Previous 1.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.32 - $52.19 $2.6 Million - $2.87 Million	-54,930 Reduced 14.29%	329,579 $16.4 Million
Q4 2024 Feb 18, 2025	SELL	$44.89 - $51.34 $295,376 - $337,817	-6,580 Reduced 1.68%	384,509 $18.6 Million
Q3 2024 Nov 13, 2024	SELL	$40.84 - $45.74 $511,643 - $573,030	-12,528 Reduced 3.1%	391,089 $17.7 Million
Q2 2024 Aug 12, 2024	BUY	$39.59 - $42.49 $36,779 - $39,473	929 Added 0.23%	403,617 $16.6 Million
Q1 2024 May 13, 2024	SELL	$37.27 - $42.12 $3.61 Million - $4.08 Million	-96,765 Reduced 19.37%	402,688 $17 Million
Q4 2023 Feb 08, 2024	SELL	$31.45 - $37.72 $2.35 Million - $2.82 Million	-74,670 Reduced 13.01%	499,453 $18.8 Million
Q3 2023 Nov 09, 2023	BUY	$33.17 - $35.6 $1.22 Million - $1.31 Million	36,730 Added 6.83%	574,123 $19.4 Million
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $4.38 Million - $4.68 Million	138,788 Added 34.82%	537,393 $18.1 Million
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $897,273 - $1.07 Million	28,963 Added 7.84%	398,605 $12.8 Million
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $106,378 - $127,520	-3,512 Reduced 0.94%	369,642 $12.6 Million
Q3 2022 Nov 14, 2022	BUY	$30.36 - $35.81 $428,865 - $505,852	14,126 Added 3.93%	373,154 $11.3 Million
Q2 2022 Aug 23, 2022	SELL	$30.84 - $38.22 $1.3 Million - $1.61 Million	-42,203 Reduced 10.52%	359,028 $11.3 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $12.4 Million - $15.3 Million	401,231 New	401,231 $14 Million

Others Institutions Holding XLF

# of Institutions

2,112

Shares Held

1.01B

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Financial Sector Spdr Transaction History