A detailed history of Wealthcare Advisory Partners LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 23,559 shares of XLF stock, worth $978,640. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,559
Previous 24,982 5.7%
Holding current value
$978,640
Previous $939,000 5.64%
% of portfolio
0.03%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$37.27 - $42.12 $53,035 - $59,936
-1,423 Reduced 5.7%
23,559 $992,000
Q4 2023

Feb 06, 2024

BUY
$31.45 - $37.72 $31,009 - $37,191
986 Added 4.11%
24,982 $939,000
Q3 2023

Oct 12, 2023

SELL
$33.17 - $35.6 $8,392 - $9,006
-253 Reduced 1.04%
23,996 $795,000
Q2 2023

Jul 17, 2023

BUY
$31.55 - $33.71 $15,585 - $16,652
494 Added 2.08%
24,249 $817,000
Q1 2023

May 04, 2023

BUY
$30.98 - $37.0 $76,551 - $91,427
2,471 Added 11.61%
23,755 $763,000
Q4 2022

Feb 13, 2023

SELL
$33.4 - $36.31 $12,090 - $13,144
-362 Reduced 1.67%
21,284 $727,000
Q3 2022

Nov 14, 2022

SELL
N/A
-1,205 Reduced 5.27%
21,646 $657,000
Q2 2022

Aug 15, 2022

SELL
N/A
-122,527 Reduced 84.28%
22,851 $719,000
Q1 2022

Apr 15, 2022

BUY
N/A
33,199 Added 29.59%
145,378 $5.57 Million
Q4 2021

Feb 11, 2022

BUY
N/A
98,814 Added 739.35%
112,179 $0
Q3 2021

Nov 15, 2021

BUY
N/A
15 Added 0.11%
13,365 $502,000
Q2 2021

Aug 16, 2021

BUY
N/A
4,203 Added 45.95%
13,350 $490,000
Q1 2021

Apr 30, 2021

SELL
N/A
-865 Reduced 8.64%
9,147 $311,000
Q4 2020

Feb 12, 2021

SELL
N/A
-612 Reduced 5.76%
10,012 $295,000
Q3 2020

Oct 29, 2020

SELL
N/A
-3,641 Reduced 25.52%
10,624 $256,000
Q2 2020

Jul 29, 2020

BUY
N/A
2,947 Added 26.04%
14,265 $330,000
Q1 2020

Apr 29, 2020

SELL
N/A
-1,567 Reduced 12.16%
11,318 $236,000
Q4 2019

Jan 29, 2020

BUY
N/A
2,268 Added 21.36%
12,885 $397,000
Q3 2019

Oct 17, 2019

SELL
N/A
-875 Reduced 7.61%
10,617 $297,000
Q2 2019

Jul 30, 2019

SELL
N/A
-2,532 Reduced 18.05%
11,492 $317,000
Q1 2019

May 13, 2019

SELL
N/A
-5,112 Reduced 26.71%
14,024 $361,000
Q4 2018

Feb 14, 2019

BUY
N/A
464 Added 2.49%
19,136 $456,000
Q3 2018

Nov 14, 2018

SELL
N/A
-1,338 Reduced 6.69%
18,672 $515,000
Q2 2018

Aug 14, 2018

BUY
N/A
8,866 Added 79.56%
20,010 $532,000
Q1 2018

May 15, 2018

BUY
N/A
3,445 Added 44.75%
11,144 $307,000
Q4 2017

Feb 14, 2018

BUY
N/A
3,536 Added 84.94%
7,699 $215,000
Q3 2017

Nov 15, 2017

BUY
N/A
4,163
4,163 $108,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
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More about XLF
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