Wealth Bridge Capital Management, LLC Financial Sector Spdr Transaction History

Wealth Bridge Capital Management, LLC

$348 Million
Q1 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 15,008 shares of XLF stock, worth $779,515. This represents 0.21% of its overall portfolio holdings.

Number of Shares

15,008

Previous 13,748 9.16%

Holding current value

$779,515

Previous $664,000 12.5%

% of portfolio

0.21%

Previous 0.19%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$47.32 - $52.19 $59,623 - $65,759	1,260 Added 9.16%	15,008 $747,000
Q4 2024 Feb 03, 2025	SELL	$44.89 - $51.34 $8,933 - $10,216	-199 Reduced 1.43%	13,748 $664,000
Q3 2024 Oct 07, 2024	BUY	$40.84 - $45.74 $4,696 - $5,260	115 Added 0.83%	13,947 $632,000
Q2 2024 Aug 02, 2024	BUY	$39.59 - $42.49 $28,188 - $30,252	712 Added 5.43%	13,832 $568,000
Q1 2024 Apr 30, 2024	BUY	$37.27 - $42.12 $74,465 - $84,155	1,998 Added 17.96%	13,120 $552,000
Q4 2023 Feb 12, 2024	SELL	$31.45 - $37.72 $123,692 - $148,352	-3,933 Reduced 26.12%	11,122 $418,000
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $81,133 - $87,077	-2,446 Reduced 13.98%	15,055 $499,000
Q2 2023 Aug 01, 2023	BUY	$31.55 - $33.71 $7,351 - $7,854	233 Added 1.35%	17,501 $589,000
Q1 2023 May 10, 2023	BUY	$30.98 - $37.0 $57,220 - $68,339	1,847 Added 11.98%	17,268 $555,000
Q4 2022 Jan 31, 2023	SELL	$30.29 - $36.31 $23,141 - $27,740	-764 Reduced 4.72%	15,421 $527,000
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $25,257 - $31,302	-819 Reduced 4.82%	16,185 $509,000
Q1 2022 Apr 15, 2022	BUY	$35.66 - $41.42 $34,982 - $40,633	981 Added 6.12%	17,004 $652,000
Q4 2021 Feb 11, 2022	SELL	$37.54 - $40.62 $42,720 - $46,225	-1,138 Reduced 6.63%	16,023 $626,000
Q3 2021 Nov 12, 2021	SELL	$35.11 - $39.0 $79,769 - $88,608	-2,272 Reduced 11.69%	17,161 $644,000
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $210,818 - $235,282	6,116 Added 45.93%	19,433 $713,000
Q1 2021 May 17, 2021	SELL	$28.95 - $34.77 $51,559 - $61,925	-1,781 Reduced 11.8%	13,317 $453,000
Q1 2020 May 15, 2020	SELL	$17.66 - $31.17 $1.05 Million - $1.85 Million	-59,235 Reduced 79.69%	15,098 $314,000
Q4 2019 Feb 12, 2020	SELL	$26.78 - $30.94 $227,228 - $262,525	-8,485 Reduced 10.25%	74,333 $2.29 Million
Q3 2019 Nov 14, 2019	SELL	$27.86 - $28.52 $241,406 - $247,125	-8,665 Reduced 9.47%	82,818 $2.32 Million
Q2 2019 Aug 13, 2019	BUY	N/A	1,502 Added 1.67%	91,483 $2.18 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,502 Reduced 1.64%	89,981 $2.46 Million
Q4 2018 Feb 14, 2019	BUY	N/A	91,483 New	91,483 $2.18 Million

Others Institutions Holding XLF

# of Institutions

2,108

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

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 Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Account

Wealth Bridge Capital Management, LLC Financial Sector Spdr Transaction History