A detailed history of Wedmont Private Capital transactions in Financial Sector Spdr stock. As of the latest transaction made, Wedmont Private Capital holds 25,969 shares of XLF stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
25,969
Previous 25,947 0.08%
Holding current value
$1.3 Million
Previous $1.07 Million 10.32%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$40.84 - $45.74 $898 - $1,006
22 Added 0.08%
25,969 $1.18 Million
Q2 2024

Jul 15, 2024

BUY
$39.59 - $42.49 $950 - $1,019
24 Added 0.09%
25,947 $1.07 Million
Q1 2024

Apr 10, 2024

BUY
$37.27 - $42.12 $857 - $968
23 Added 0.09%
25,923 $1.09 Million
Q4 2023

Jan 09, 2024

SELL
$31.45 - $37.72 $93,437 - $112,066
-2,971 Reduced 10.29%
25,900 $973,000
Q3 2023

Oct 10, 2023

SELL
$33.17 - $35.6 $77,020 - $82,663
-2,322 Reduced 7.44%
28,871 $957,000
Q2 2023

Jul 17, 2023

BUY
$31.55 - $33.71 $372,857 - $398,384
11,818 Added 61.0%
31,193 $1.05 Million
Q1 2023

Apr 11, 2023

BUY
$30.98 - $37.0 $929 - $1,110
30 Added 0.16%
19,375 $622,000
Q4 2022

Jan 09, 2023

BUY
$30.29 - $36.31 $4,361 - $5,228
144 Added 0.75%
19,345 $0
Q3 2022

Oct 03, 2022

BUY
$30.36 - $35.81 $36,432 - $42,972
1,200 Added 6.67%
19,201 $583,000
Q2 2022

Jul 11, 2022

BUY
$30.84 - $38.22 $30 - $38
1 Added 0.01%
18,001 $566,000
Q1 2022

Apr 05, 2022

BUY
$35.66 - $41.42 $309,386 - $359,359
8,676 Added 93.05%
18,000 $685,000
Q4 2021

Jan 14, 2022

BUY
$37.54 - $40.62 $350,022 - $378,740
9,324 New
9,324 $385,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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