Wealth Architects, LLC Financial Sector Spdr Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Architects, LLC holds 9,692 shares of XLF stock, worth $476,943. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,692

Previous 5,405 79.32%

Holding current value

$476,943

Previous $244,000 91.8%

% of portfolio

0.06%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$44.89 - $51.34 $192,443 - $220,094	4,287 Added 79.32%	9,692 $468,000
Q2 2024 Aug 08, 2024	SELL	$39.59 - $42.49 $9,897 - $10,622	-250 Reduced 4.42%	5,405 $222,000
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $177,849 - $213,306	5,655 New	5,655 $212,000
Q4 2022 Feb 09, 2023	BUY	$30.29 - $36.31 $179,892 - $215,645	5,939 New	5,939 $203,000
Q2 2022 Jul 29, 2022	SELL	$30.84 - $38.22 $183,744 - $227,714	-5,958 Closed	0 $0
Q1 2022 May 17, 2022	SELL	$35.66 - $41.42 $16,332 - $18,970	-458 Reduced 7.14%	5,958 $228,000
Q4 2021 Jan 19, 2022	SELL	$37.54 - $40.62 $9,234 - $9,992	-246 Reduced 3.69%	6,416 $251,000
Q3 2021 Nov 09, 2021	BUY	$35.11 - $39.0 $1,895 - $2,106	54 Added 0.82%	6,662 $0
Q2 2021 Aug 09, 2021	BUY	$34.47 - $38.47 $8,169 - $9,117	237 Added 3.72%	6,608 $242,000
Q1 2021 Apr 29, 2021	SELL	$28.95 - $34.77 $15,922 - $19,123	-550 Reduced 7.95%	6,371 $217,000
Q4 2020 Jan 28, 2021	BUY	$23.61 - $29.48 $163,404 - $204,031	6,921 New	6,921 $204,000
Q1 2020 Apr 23, 2020	SELL	$17.66 - $31.17 $125,597 - $221,681	-7,112 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$26.78 - $30.94 $26,458 - $30,568	-988 Reduced 12.2%	7,112 $219,000
Q3 2019 Oct 23, 2019	SELL	$27.86 - $28.52 $975 - $998	-35 Reduced 0.43%	8,100 $227,000
Q2 2019 Jul 12, 2019	SELL	N/A	-1,088 Reduced 11.8%	8,135 $225,000
Q1 2019 May 01, 2019	BUY	N/A	28 Added 0.3%	9,223 $237,000
Q4 2018 Jan 17, 2019	SELL	N/A	-390 Reduced 4.07%	9,195 $219,000
Q2 2018 Jul 19, 2018	BUY	N/A	815 Added 9.29%	9,585 $255,000
Q1 2018 Apr 13, 2018	SELL	N/A	-135 Reduced 1.52%	8,770 $242,000
Q4 2017 Jan 31, 2018	SELL	N/A	-90 Reduced 1.0%	8,905 $249,000
Q3 2017 Nov 08, 2017	BUY	N/A	8,995	8,995 $233,000

Others Institutions Holding XLF

# of Institutions

2,043

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Wealth Architects, LLC Financial Sector Spdr Transaction History