Wealthcare Advisory Partners LLC Financial Sector Spdr Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

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 31,656 shares of XLF stock, worth $1.63 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

31,656

Previous 20,017 58.15%

Holding current value

$1.63 Million

Previous $907,000 68.58%

% of portfolio

0.04%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$44.89 - $51.34 $522,474 - $597,546	11,639 Added 58.15%	31,656 $1.53 Million
Q3 2024 Nov 04, 2024	SELL	$40.84 - $45.74 $26,709 - $29,913	-654 Reduced 3.16%	20,017 $907,000
Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $114,335 - $122,711	-2,888 Reduced 12.26%	20,671 $849,000
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	$30.29 - $36.31 $10,964 - $13,144	-362 Reduced 1.67%	21,284 $727,000
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $36,583 - $43,151	-1,205 Reduced 5.27%	21,646 $657,000
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $3.78 Million - $4.68 Million	-122,527 Reduced 84.28%	22,851 $719,000
Q1 2022 Apr 15, 2022	BUY	$35.66 - $41.42 $1.18 Million - $1.38 Million	33,199 Added 29.59%	145,378 $5.57 Million
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $3.71 Million - $4.01 Million	98,814 Added 739.35%	112,179 $0
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $526 - $585	15 Added 0.11%	13,365 $502,000
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $144,877 - $161,689	4,203 Added 45.95%	13,350 $490,000
Q1 2021 Apr 30, 2021	SELL	$28.95 - $34.77 $25,041 - $30,076	-865 Reduced 8.64%	9,147 $311,000
Q4 2020 Feb 12, 2021	SELL	$23.61 - $29.48 $14,449 - $18,041	-612 Reduced 5.76%	10,012 $295,000
Q3 2020 Oct 29, 2020	SELL	$22.68 - $25.49 $82,577 - $92,809	-3,641 Reduced 25.52%	10,624 $256,000
Q2 2020 Jul 29, 2020	BUY	$19.55 - $26.74 $57,613 - $78,802	2,947 Added 26.04%	14,265 $330,000
Q1 2020 Apr 29, 2020	SELL	$17.66 - $31.17 $27,673 - $48,843	-1,567 Reduced 12.16%	11,318 $236,000
Q4 2019 Jan 29, 2020	BUY	$26.78 - $30.94 $60,737 - $70,171	2,268 Added 21.36%	12,885 $397,000
Q3 2019 Oct 17, 2019	SELL	$27.86 - $28.52 $24,377 - $24,955	-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

# of Institutions

2,034

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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Wealthcare Advisory Partners LLC Financial Sector Spdr Transaction History