Wealth Effects LLC Financial Sector Spdr Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Effects LLC holds 10,902 shares of XLF stock, worth $549,569. This represents 0.21% of its overall portfolio holdings.

Number of Shares

10,902

Previous 8,597 26.81%

Holding current value

$549,569

Previous $389,000 35.22%

% of portfolio

0.21%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$44.89 - $51.34 $103,471 - $118,338	2,305 Added 26.81%	10,902 $526,000
Q3 2024 Oct 21, 2024	BUY	$40.84 - $45.74 $69,428 - $77,758	1,700 Added 24.65%	8,597 $389,000
Q2 2024 Aug 02, 2024	SELL	$39.59 - $42.49 $74,191 - $79,626	-1,874 Reduced 21.37%	6,897 $283,000
Q1 2024 Apr 22, 2024	SELL	$37.27 - $42.12 $83,745 - $94,643	-2,247 Reduced 20.39%	8,771 $369,000
Q4 2023 Jan 29, 2024	BUY	$31.45 - $37.72 $346,516 - $415,598	11,018 New	11,018 $414,000
Q4 2022 Feb 02, 2023	BUY	$30.29 - $36.31 $183,769 - $220,292	6,067 New	6,067 $207,000
Q2 2022 Aug 03, 2022	SELL	$30.84 - $38.22 $191,516 - $237,346	-6,210 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $16,046 - $18,639	450 Added 7.81%	6,210 $238,000
Q4 2021 Feb 09, 2022	BUY	$37.54 - $40.62 $216,230 - $233,971	5,760 New	5,760 $225,000

Others Institutions Holding XLF

# of Institutions

1,864

Shares Held

702M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Wealth Effects LLC Financial Sector Spdr Transaction History