Wealth Enhancement Advisory Services, LLC Financial Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 340,236 shares of XLF stock, worth $16.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

340,236

Previous 305,616 11.33%

Holding current value

$16.8 Million

Previous $14.8 Million 11.33%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$44.89 - $51.34 $1.55 Million - $1.78 Million	34,620 Added 11.33%	340,236 $16.4 Million
Q4 2024 Jan 10, 2025	BUY	$44.89 - $51.34 $2.9 Million - $3.32 Million	64,672 Added 26.84%	305,616 $14.8 Million
Q3 2024 Oct 23, 2024	SELL	$40.84 - $45.74 $22,870 - $25,614	-560 Reduced 0.23%	240,944 $10.9 Million
Q2 2024 Jul 16, 2024	SELL	$39.59 - $42.49 $2,850 - $3,059	-72 Reduced 0.03%	241,504 $9.93 Million
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $3.74 Million - $4.23 Million	-100,456 Reduced 29.37%	241,576 $10.2 Million
Q4 2023 Jan 30, 2024	BUY	$31.45 - $37.72 $3.01 Million - $3.61 Million	95,715 Added 38.86%	342,032 $12.9 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $35.6 $7.55 Million - $8.1 Million	227,510 Added 1209.71%	246,317 $8.17 Million
Q2 2023 Jul 21, 2023	SELL	$31.55 - $33.71 $431,509 - $461,051	-13,677 Reduced 42.1%	18,807 $633,000
Q1 2023 Apr 25, 2023	BUY	$30.98 - $37.0 $134,329 - $160,432	4,336 Added 15.4%	32,484 $1.04 Million
Q4 2022 Feb 01, 2023	SELL	$30.29 - $36.31 $7,299 - $8,750	-241 Reduced 0.85%	28,148 $962,000
Q3 2022 Oct 17, 2022	BUY	$30.36 - $35.81 $79,725 - $94,037	2,626 Added 10.19%	28,389 $877,000
Q2 2022 Jul 18, 2022	BUY	$30.84 - $38.22 $109,882 - $136,177	3,563 Added 16.05%	25,763 $826,000
Q1 2022 Apr 18, 2022	BUY	$35.66 - $41.42 $20,682 - $24,023	580 Added 2.68%	22,200 $845,000
Q4 2021 Feb 08, 2022	BUY	$37.54 - $40.62 $53,682 - $58,086	1,430 Added 7.08%	21,620 $849,000
Q3 2021 Nov 03, 2021	BUY	$35.11 - $39.0 $212,520 - $236,067	6,053 Added 42.82%	20,190 $820,000
Q2 2021 Aug 10, 2021	BUY	$34.47 - $38.47 $60,391 - $67,399	1,752 Added 14.15%	14,137 $518,000
Q1 2021 May 12, 2021	BUY	$28.95 - $34.77 $358,545 - $430,626	12,385 New	12,385 $429,000

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Financial Sector Spdr Transaction History