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 $465,409. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,692
Previous 5,405 79.32%
Holding current value
$465,409
Previous $244,000 91.8%
% of portfolio
0.06%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,071
Shares Held
763M
Call Options Held
260M
Put Options Held
336M
View Full List

About FINANCIAL SECTOR SPDR

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