Wealth Plan Partners, LLC Financial Sector Spdr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 35,201 shares of XLF stock, worth $1.81 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

35,201

Previous 34,302 2.62%

Holding current value

$1.81 Million

Previous $1.55 Billion 9.44%

% of portfolio

0.24%

Previous 0.21%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$44.89 - $51.34 $40,356 - $46,154	899 Added 2.62%	35,201 $1.7 Billion
Q3 2024 Nov 05, 2024	SELL	$40.84 - $45.74 $8,453 - $9,468	-207 Reduced 0.6%	34,302 $1.55 Billion
Q2 2024 Aug 09, 2024	BUY	$39.59 - $42.49 $30,127 - $32,334	761 Added 2.25%	34,509 $1.42 Billion
Q1 2024 May 07, 2024	SELL	$37.27 - $42.12 $52,774 - $59,641	-1,416 Reduced 4.03%	33,748 $1.42 Billion
Q4 2023 Jan 05, 2024	SELL	$31.45 - $37.72 $1.92 Million - $2.3 Million	-60,923 Reduced 63.4%	35,164 $1.32 Billion
Q3 2023 Nov 01, 2023	BUY	$33.17 - $35.6 $8,756 - $9,398	264 Added 0.28%	96,087 $3.19 Billion
Q2 2023 Jul 31, 2023	BUY	$31.55 - $33.71 $36,030 - $38,496	1,142 Added 1.21%	95,823 $3.23 Billion
Q1 2023 May 10, 2023	SELL	$30.98 - $37.0 $40,986 - $48,951	-1,323 Reduced 1.38%	94,681 $3.04 Billion
Q4 2022 Feb 16, 2023	SELL	$30.29 - $36.31 $79,723 - $95,567	-2,632 Reduced 2.67%	96,004 $3.52 Billion
Q1 2022 May 03, 2022	SELL	$35.66 - $41.42 $321,902 - $373,898	-9,027 Reduced 8.38%	98,636 $3.4 Million
Q4 2021 Feb 01, 2022	BUY	$37.54 - $40.62 $132,854 - $143,754	3,539 Added 3.4%	107,663 $4.21 Million
Q3 2021 Dec 09, 2021	BUY	$35.11 - $39.0 $147,075 - $163,371	4,189 Added 4.19%	104,124 $0
Q2 2021 Aug 19, 2021	BUY	$34.47 - $38.47 $143,877 - $160,573	4,174 Added 4.36%	99,935 $3.88 Million
Q1 2021 May 11, 2021	BUY	$28.95 - $34.77 $86,907 - $104,379	3,002 Added 3.24%	95,761 $3.52 Million
Q4 2020 Feb 09, 2021	BUY	$23.61 - $29.48 $86,034 - $107,425	3,644 Added 4.09%	92,759 $2.86 Million
Q3 2020 Dec 18, 2020	SELL	$22.68 - $25.49 $21,614 - $24,291	-953 Reduced 1.06%	89,115 $2.37 Million
Q2 2020 Aug 19, 2020	SELL	$19.55 - $26.74 $5,610 - $7,674	-287 Reduced 0.32%	90,068 $2.26 Million
Q1 2020 May 15, 2020	BUY	$17.66 - $31.17 $140,608 - $248,175	7,962 Added 9.66%	90,355 $1.92 Million
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $17,219 - $19,894	643 Added 0.79%	82,393 $2.57 Million
Q3 2019 Nov 15, 2019	SELL	$27.86 - $28.52 $57,419 - $58,779	-2,061 Reduced 2.46%	81,750 $2.42 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-7,416 Reduced 8.13%	83,811 $2.26 Million
Q1 2019 May 16, 2019	BUY	N/A	347 Added 0.38%	91,227 $2.44 Million
Q4 2018 Feb 20, 2019	SELL	N/A	-2,056 Reduced 2.21%	90,880 $2.4 Million
Q3 2018 Nov 21, 2018	BUY	N/A	1,492 Added 1.63%	92,936 $2.43 Million
Q2 2018 Aug 16, 2018	BUY	N/A	674 Added 0.74%	91,444 $2.43 Million
Q1 2018 May 16, 2018	BUY	N/A	90,770 New	90,770 $2.5 Million

Others Institutions Holding XLF

# of Institutions

1,900

Shares Held

710M

Call Options Held

160M

Put Options Held

323M

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 Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Financial Sector Spdr Transaction History