Wealthspire Advisors, LLC Financial Sector Spdr Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 49,490 shares of XLF stock, worth $2.42 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

49,490

Previous 35,290 40.24%

Holding current value

$2.42 Million

Previous $1.45 Million 54.62%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $579,928 - $649,508	14,200 Added 40.24%	49,490 $2.24 Million
Q2 2024 Aug 08, 2024	BUY	$39.59 - $42.49 $7,324 - $7,860	185 Added 0.53%	35,290 $1.45 Million
Q1 2024 May 06, 2024	SELL	$37.27 - $42.12 $612,942 - $692,705	-16,446 Reduced 31.9%	35,105 $1.48 Million
Q4 2023 Feb 06, 2024	BUY	$31.45 - $37.72 $447,627 - $536,868	14,233 Added 38.14%	51,551 $1.94 Million
Q3 2023 Nov 06, 2023	SELL	$33.17 - $35.6 $94,634 - $101,566	-2,853 Reduced 7.1%	37,318 $1.24 Million
Q2 2023 Jul 31, 2023	SELL	$31.55 - $33.71 $120,016 - $128,232	-3,804 Reduced 8.65%	40,171 $1.35 Million
Q1 2023 May 09, 2023	BUY	$30.98 - $37.0 $1,146 - $1,369	37 Added 0.08%	43,975 $1.41 Million
Q4 2022 Feb 13, 2023	SELL	$30.29 - $36.31 $17,961 - $21,531	-593 Reduced 1.33%	43,938 $1.5 Million
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $8,045 - $9,489	-265 Reduced 0.59%	44,531 $1.35 Million
Q2 2022 Aug 09, 2022	BUY	$30.84 - $38.22 $63,561 - $78,771	2,061 Added 4.82%	44,796 $1.41 Million
Q1 2022 May 09, 2022	BUY	$35.66 - $41.42 $1,105 - $1,284	31 Added 0.07%	42,735 $1.64 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $47,337 - $51,221	-1,261 Reduced 2.87%	42,704 $1.67 Million
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $378,907 - $420,888	10,792 Added 32.53%	43,965 $1.65 Million
Q2 2021 Aug 13, 2021	SELL	$34.47 - $38.47 $528,873 - $590,245	-15,343 Reduced 31.62%	33,173 $1.22 Million
Q1 2021 May 17, 2021	BUY	$28.95 - $34.77 $491,281 - $590,046	16,970 Added 53.79%	48,516 $1.65 Million
Q4 2020 Feb 16, 2021	BUY	$23.61 - $29.48 $59,638 - $74,466	2,526 Added 8.7%	31,546 $930,000
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $192,780 - $216,665	8,500 Added 41.42%	29,020 $699,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $164,102 - $224,455	8,394 Added 69.22%	20,520 $475,000
Q1 2020 May 12, 2020	BUY	$17.66 - $31.17 $25,765 - $45,477	1,459 Added 13.68%	12,126 $252,000
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $285,662 - $330,036	10,667 New	10,667 $328,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Financial Sector Spdr Transaction History