Wealth Plan Partners, LLC Financial Sector Spdr Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 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 34,302 shares of XLF stock, worth $1.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

34,302

Previous 34,509 0.6%

Holding current value

$1.7 Million

Previous $1.42 Billion 9.58%

% of portfolio

0.21%

Previous 0.15%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,836

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Wealth Plan Partners, LLC Financial Sector Spdr Transaction History