Wealth Advisory Solutions, LLC Financial Sector Spdr Transaction History

Wealth Advisory Solutions, LLC

$411 Million
Q3 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 10,438 shares of XLF stock, worth $540,270. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,438

Previous 10,369 0.67%

Holding current value

$540,270

Previous $543,000 3.5%

% of portfolio

0.14%

Previous 0.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$51.37 - $54.25 $3,544 - $3,743	69 Added 0.67%	10,438 $562,000
Q2 2025 Jul 14, 2025	SELL	$43.92 - $52.37 $11,770 - $14,035	-268 Reduced 2.52%	10,369 $543,000
Q1 2025 Apr 30, 2025	SELL	$47.32 - $52.19 $12,729 - $14,039	-269 Reduced 2.47%	10,637 $529,000
Q4 2024 Feb 06, 2025	SELL	$44.89 - $51.34 $10,010 - $11,448	-223 Reduced 2.0%	10,906 $527,000
Q3 2024 Oct 21, 2024	SELL	$40.84 - $45.74 $17,847 - $19,988	-437 Reduced 3.78%	11,129 $504,000
Q2 2024 Jul 26, 2024	SELL	$39.59 - $42.49 $14,489 - $15,551	-366 Reduced 3.07%	11,566 $475,000
Q1 2024 Apr 23, 2024	SELL	$37.27 - $42.12 $74,018 - $83,650	-1,986 Reduced 14.27%	11,932 $502,000
Q4 2023 Feb 08, 2024	SELL	$31.45 - $37.72 $470,366 - $564,140	-14,956 Reduced 51.8%	13,918 $523,000
Q3 2023 Feb 07, 2024	BUY	$33.17 - $35.6 $438,507 - $470,632	13,220 Added 84.45%	28,874 $957,000
Q2 2023 Aug 07, 2023	BUY	$31.55 - $33.71 $1,198 - $1,280	38 Added 0.24%	15,654 $527,000
Q1 2023 May 15, 2023	SELL	$30.98 - $37.0 $1.47 Million - $1.75 Million	-47,326 Reduced 75.19%	15,616 $502,000
Q4 2022 Feb 10, 2023	SELL	$30.29 - $36.31 $22,414 - $26,869	-740 Reduced 1.16%	62,942 $2.15 Million
Q3 2022 Nov 16, 2022	SELL	$30.36 - $35.81 $4,341 - $5,120	-143 Reduced 0.22%	63,682 $1.93 Million
Q2 2022 Aug 05, 2022	SELL	$30.84 - $38.22 $61,741 - $76,516	-2,002 Reduced 3.04%	63,825 $2.01 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $11,660 - $13,544	-327 Reduced 0.49%	65,827 $2.52 Million
Q3 2021 Nov 03, 2021	BUY	$35.11 - $39.0 $202,795 - $225,264	5,776 Added 9.57%	66,154 $2.48 Million
Q2 2021 Jul 21, 2021	BUY	$34.47 - $38.47 $19,682 - $21,966	571 Added 0.95%	60,378 $2.22 Million
Q1 2021 May 13, 2021	SELL	$28.95 - $34.77 $286,402 - $343,979	-9,893 Reduced 14.19%	59,807 $2,000
Q4 2020 Jan 28, 2021	BUY	$23.61 - $29.48 $2,408 - $3,006	102 Added 0.15%	69,700 $2.05 Million
Q3 2020 Dec 29, 2020	BUY	$22.68 - $25.49 $407,536 - $458,029	17,969 Added 34.8%	69,598 $1.68 Million
Q2 2020 Dec 23, 2020	BUY	$19.55 - $26.74 $23,303 - $31,874	1,192 Added 2.36%	51,629 $1.19 Million
Q1 2020 Dec 18, 2020	SELL	$17.66 - $31.17 $22,728 - $40,115	-1,287 Reduced 2.49%	50,437 $1.05 Million
Q4 2019 Jan 27, 2021	BUY	$26.78 - $30.94 $1.39 Million - $1.6 Million	51,724 New	51,724 $1.59 Million

Others Institutions Holding XLF

# of Institutions

2,158

Shares Held

761M

Call Options Held

155M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Account

Wealth Advisory Solutions, LLC Financial Sector Spdr Transaction History